Solyco Wealth
Solyco Wealth offers fee-only comprehensive financial planning and investment management services. Through the planning process, Solyco partners with clients to define their financial goals and risk tolerances. Solyco then employs rigorous asset allocation and securities selection processes to craft investment portfolios intent on achieving these goals. Systematic portfolio rebalancing, tax management, and income planning, denote key pillars of our investment management process.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- CT
Curtis Trimble
President, Solyco Wealth · Other
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Tinja Anderson
Financial Planner · Finance & Accounting
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Derek Podolak
Managing Partner · General Business & Management
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- 1financial planner
- 1managing partner
- 1president, solyco wealth
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