The founders of Solamere Capital have invested in Solamere Advisors, a newly formed Charlotte-based wealth management firm. An SEC-registered investment advisor, Solamere Advisors was started by 11 veteran financial-services professionals with ties to the Carolinas.
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The firm is expected to offer asset management services and manage all aspects of family wealth, including generational wealth planning, investment, fiduciary, trust and risk management objectives.
Tagg Romney, co-Founder and Managing Partner of Solamere Capital, said: We are excited to be associated with such a highly capable group of financial advisors with a proven track record of meeting the needs of their clients throughout the Southeast. Its an all-star lineup of seasoned pros who work seamlessly together in building long-term relationships with clients.
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By GlobalDataLeila Evans, a Partner at Solamere Advisors, said: We will differentiate ourselves from other wealth management companies by combining a progressive asset allocation strategy, total flexibility in selecting third-party financial products and unparalleled customer service tailored to wealthy families and small institutions in the Southeast.
