Independent · Fiduciary · Personal
Wealth, architected for the life you intend to live.
Solomon Wealth Management is an independent advisory practice helping individuals and families plan, invest, and transfer wealth with clarity — free from product quotas and corporate agendas.
Our Practice
An independent firm, accountable only to you.
As an independent practice, we are not tied to any bank, insurance carrier, or product platform. Our advice is built around your circumstances — never around a quota or a proprietary product shelf.
We combine the traditional disciplines of wealth management — financial, retirement, risk, estate, and investment planning — into a single coordinated architecture for your family's future.
About the firmDisciplines
Six pillars of wealth, one coordinated plan.
Financial Planning
A comprehensive blueprint for your cash flow, savings, taxes, and long-term goals.
Learn moreRisk & Estate Planning
Transfer wealth — and values — to the next generation with clarity.
Learn moreRetirement Planning
Project, fund, and stress-test the retirement you actually want.
Learn moreWealth Architecture
Disciplined portfolio architecture tailored to your goals and risk tolerance.
Learn morePost-Retirement
Sustain income, manage taxes, and protect your lifestyle in retirement.
Learn moreEducation Planning
Fund the next generation's education without derailing your own goals.
Learn moreListen & Learn
The Wealth Nation Podcast
Catch Yolanda Rose Haripersad on the Wealth Nation podcast — real conversations about money, investing, and retirement in plain language.
Begin with a conversation.
Every relationship starts with a complimentary, no-obligation consultation — conducted entirely online, at your convenience.