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.
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.
Leila 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.