Solitude Wealth Advisors, LLC.

Solitude Wealth Advisors is a state-registered advisory firm that serves individuals (including high‑net‑worth clients), as well as trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management, generally charging fees based on a percentage of assets under management and often allocating client assets to third‑party Independent Managers.

The firm’s process emphasizes detailed client data gathering, development of a written investment policy statement, customized asset allocation, and ongoing monitoring and rebalancing (with regular reviews at least quarterly). Solitude typically works through qualified custodians such as Schwab Institutional or J.P. Morgan, and it may implement management or allocate assets among investment options that reside with particular insurance company products when appropriate.

What distinguishes Solitude from many peers is its affiliation with an insurance agency and the fact that certain supervised persons are independently licensed to sell insurance and annuity products on a commission basis; the brochure discloses that those supervised persons devote roughly 30% of their time to insurance sales. The firm also notes that it commonly recommends Independent Managers—potentially creating multiple layers of advisory fees and varying account requirements to accommodate those managers—an operational feature prospective clients should consider alongside the firm’s small advisory team and ~$36 million in reported AUM.