Helping you meet your financial needs is
our first priority.

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 remove market risk from our client’s portfolios, providing security for invested principal, while maintaining growth, liquidity and predictable cash flow for retirement. Our goal is to help every client achieve financial peace of mind in preparing for retirement.

learn how we can help you

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Gregory Rompous

Senior Partner

“At Solitude Wealth Management we are committed to helping each client plan for and enjoy a predictable and sustainable income stream throughout retirement.”

Gregory Rompous

senior partner

 

We Specialize In These Financial Services:

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Retirement Income Strategies

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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Wealth Accumulation

You may be able to use time to your advantage when investing for wealth accumulation.

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Asset Protection

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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Annuities

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Life Insurance

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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Privacy Policy | Terms of Use

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.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation