At Solitude Wealth Management, we work with individuals, trusts, foundations and corporations to provide a full range of wealth management services. We utilize strategies that seek to minimize market risk and provide a level of protection for invested principal while maintaining growth potential, liquidity and predictable cash flow for retirement. Our goal is to help every client achieve financial confidence in preparing for retirement.
With nearly three decades in the financial industry, Greg Roumpos brings an abundance of wealth management and retirement planning experience to his clients. He has a passion for helping, teaching and coaching people into and through retirement.
Prior to co-founding Solitude Private Wealth Management, Greg worked as a stock and options trader for Fidelity Investments. He then moved to the banking industry for nearly a decade, where he served as a chief senior executive with Wells Fargo and team leader with Bank One/Chase, working with some of their highest net-worth clients. While at Bank One/Chase, Greg was recognized as one of the top 20 advisors from a nationwide team of 750. Today, he continues to use his background to help clients make informed investment decisions.
Greg holds Series 65 and 66 securities registrations as well as life and health insurance licenses in Utah, Idaho, Wyoming, California, Massachusetts, Nevada and Arizona. Greg also holds several additional professional designations, including Certified Annuity Specialist, Certified Fund Specialist, Certified Income Specialist and Certified Estate Specialist.
Sought after for his industry knowledge, Greg has been featured in several media outlets, including ABC, NBC, Fox, CBS and USA Today.
Greg enjoys spending time with his wife and four children, especially in the outdoors. While most of his free time is spent coaching his sons’ basketball and baseball teams, he also enjoys golfing, fishing, hiking and skiing Utah’s deep powder snow. An active member of his community, Greg also serves on the board of Choice Humanitarian, an organization dedicated to ending extreme poverty. His life motto is “Give as frequently as possible with good intent.”
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 801.797.6232 today!
It is important to feel you have control over your future. At Solitude Wealth Management, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at email@example.com or call us at 801.797.6232 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment Advisory Services offered on a fee basis through Solitude Wealth Advisors LLC, a Registered Investment Adviser.
Not FDIC/NCUSIF insured. Not a depository. No bank or credit union guarantee. May lose value. Not insured by any federal government agency.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.