Solas Wealth Launches Wealth Administration Enterprise, Servicing Shoppers With a Wants-Centered and Relationship-Primarily based Strategy


Solas Wealth right now introduced the launch of their wealth administration agency, spearheaded by business veteran and creator Mike Komara. In an business infamous for commoditizing their clients, Solas Wealth serves purchasers with a extra private relationship — serving to determine their monetary targets and constructing a portfolio development plan accordingly.

The mission to deal with purchasers with private consideration and understanding has its roots within the agency’s origin. Jana Seaman, founding father of a nationwide grief teaching group, has helped a whole bunch of individuals heal and restore after the lack of a liked one. “Having labored with so many individuals to assist them deal with their loss,” says Seaman, “we realized that navigating the monetary sphere of restoration was typically difficult within the wake of those large life adjustments. We needed to have the ability to give our purchasers a trusted useful resource to assist them on this part of their lives.” Having looked for a wealth administration useful resource, lots of the giant corporations simply did not align with their mission, and Seaman partnered with Komara to launch Solas Wealth.

Komara has logged many years of expertise within the wealth administration business, serving to hundreds develop their portfolio to suit their particular person wants — detailing that work in his ebook Limitless Upside: 7 Methods that Put a New Spin on a Balanced Life. “In relation to purchasers, I care in regards to the individual simply as a lot as I do the {dollars} and cents. That philosophy made a partnership with Jana and her group an ideal match,” says Komara.

In keeping with monetary providers skilled Paulette Filion, 90% of ladies must make monetary selections alone sooner or later of their lives as they outlive their husband and inherit from their mother and father, however 80% of widows swap monetary advisors inside a yr of their husband’s dying, for a number of causes cited by Filion, together with:

“I hardly knew him. He spoke principally to my husband.”
“He handled me like I used to be an extension of my husband.”
“I simply could not relate to him; all he spoke about was charges of return.”
“He did not actually hearken to me, and I felt patronized after I requested questions.”
“He assumed that the account would stick with him – I discovered that offensive.”

Whereas widows and divorcees are sometimes underserved and unhappy with their monetary planners, Solas Wealth will likely be a beacon to all kinds of clientele. Komara continues, “We’re excited to serve that group as an extension of our partnership with United in Project. However our mission to place the deal with the shopper relationship and their wants is a refreshing various to different decisions in our house. We provide everybody sound monetary development methods modeled to assist them obtain their particular person targets.”

About Solas Wealth:

Solas Wealth is a wealth administration and monetary planning agency positioned in Naples, Florida. Our mission is to mild the best way ahead so purchasers have readability on their subsequent steps that can deliver them nearer to experiencing the considerable life they envision for themselves. Solas Wealth exists to advise and handle purchasers’ belongings to allow them to expertise the liberty and pleasure that comes with monetary independence. The result’s better peace of thoughts and confidence in understanding your funds and investments are on monitor to assist no matter objective or dream you wish to pursue. Solas Wealth enjoys seeing our purchasers expertise new ranges of prosperity, peace of thoughts, confidence, and freedom. For extra data, go to www.solaswealth.com.

About Jana Seaman:

Jana’s ardour helps folks by way of the hole of transition — going from the place they discover themselves right now and arriving to the life that they honestly need. Her applications and philosophies are developed from the streets of real-life expertise. She’s developed a system, technique, and playbook after having to select up the items after shedding her husband throughout a grueling fifteen-month leukemia battle. She and her crew of Grief and Loss Coaches have now used these programs and methods to affect folks throughout the nation and now reaching and lifting folks up from around the globe. When you have skilled a tragic loss, you may have reached a spot of transition in your life — an necessary second that defines who you can be as you step into your subsequent chapter and determines the standard of how you’ll dwell the rest of your days on this earth. For extra data, go to www.janaseaman.com.

Contact:

Michael Komara
(239) 451-3261
Data@SolasWealth.com

Supply: Solas Wealth