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.
Is regret over a past poor financial choice preventing you from making any choices at all?
New clients frequently come to us expressing worries, probably similar to yours, which relate to building or preserving their wealth. Perhaps like you, these new clients face behavioral obstacles that prevent them from making thoughtful decisions about their investment portfolios and then implementing those decisions. Some people I meet have made poor financial decisions at […]
Brokers vs. RIAs: What’s the difference?
Most investors like to have guidance when making their decisions. As a result, it’s common to look for help when trying to put together an investing plan, or determining which investments work best in a portfolio. This usually means turning to some sort of investment advisor. Essentially, two types of professionals offer investment advice: brokers […]
How do I know my investment portfolio is performing the way I need it to?
The average shoe size for an American man is size 9; for an American woman, it’s size 7. If your feet are slightly larger, however, are you doing better than most? Of course not. With footwear, fit, purpose and style are clearly more beneficial than a size that is “larger than average.” Yet, when it […]
