Traust Sollus Wealth Management is a comprehensive wealth management firm servicing individuals, families and family owned businesses. As the name suggest, the firm is committed to offering conflict-free guidance, creating a safe, comfortable culture in forging long-standing client relationships based upon mutual trust and respect. Founded in 1982, Traust Sollus has become a highly successful leader in the wealth management arena with offices in New York and Princeton, N.J., serving loyal clients throughout the United States. Traust Sollus delivers exceptional, customized guidance in the following areas: comprehensive personal financial planning for individuals and business owners, investment advisory services (portfolio management), personal and business income tax planning and preparation, estate and wealth-transfer planning and risk management (insurance) reviews and planning.
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Should I have an investment policy statement and a distribution policy statement?
“The whole point of the IPS and DPS is readiness—being prepared for the uncomfortable.”
What key tax-planning strategies should I focus on at the end of the year?
"This strategy may yield income tax savings and reduce your capital gains tax liability."
Is active management really dead?
In June 2015, our firm published an article on how best to navigate an increasingly complex investment world. In it, we reiterated what has become a mantra in financial planning: Euphoria and panic are investors’ biggest enemies. Our recommendation: Work with an advisor you trust, and stick to your plan. In the debate over active […]
Are you winning the tax game?
As advisors, we are often asked tax centric questions by clients, starting with, Can I deduct this? and, If I sell this security, how will I be taxed? Or, simply, How much can I contribute into a tax-deferred vehicle such as a 401(k) or IRA? While these are all wonderful questions that many individuals should […]
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