Solomon Private Wealth
At Solomon Private Wealth, we seek wisdom, discernment, and discretion, so that we can serve our clients in the mission of growing, preserving, protecting, and transferring their wealth. We serve our clients with integrity, transparency, discipline, and steadfastness. We believe in the critical model of Stewardship toward Prosperity. Significance over success. We value long-term, trusting relationships. We do not allow fear, distractions, and "noise" to overcome our objective toward peace and quietness, key traits that create a successful wealth and investment management strategy. Let us help you turn Wisdom to Wealth! TM Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Investment advice offered through OneAscent Financial Services, LLC, d/b/a Solomon Private Wealth, LLC, a Registered Investment Advisor with the United States Securities and Exchange Commission. Registration as an investment advisor does not imply any certain degree of skill or training. Purshe Kaplan Sterling Investments and OneAscent Financial, LLC are unaffiliated companies.
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
40
organic / mo
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Top roles at Solomon Private Wealth
5 distinct titles indexed · top 5 shown.
- 2marketing intern
- 1bloomberg lab assistant - smif portfolio manager
- 1ceo & founder
- 1client services and operations manager
- 1financial technology intern
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