Solitaire Dasher-Smiley

Background

About Solitaire Dasher-Smiley

As a financial and wealth advisor, I am passionate about serving our select clients including successful individuals, multi-generational families, and entities and helping them to identify and address the multifaceted issues of successful wealth transfer. My expertise encompasses diverse areas such as complex income and estate tax planning, family dynamics and education, investment and risk management. As a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor® professional, and a Chartered Alternative Investments Analyst, I am both qualified and committed to continuing education, holistic planning, deep expertise in my field, and the highest ethical standards. My 15+ years of prior professional experience as an alternative / structured investments strategist, case consultant, financial analyst, and auditor complements my credentials. My team and I offer our clients an analytical eye and a comprehensive understanding of arguably one of the most complex areas of the investment industry, Alternative and Structured Investments. I spent years educating and consulting other financial advisors and clients on private markets, hedge funds, market-linked investments, concentrated equity solutions, and risk management. My objective has always been to help clients achieve their unique long-term investment and wealth transfer objectives in a risk-adjusted manner designed to offer consistency, tax efficiency and relative transparency.