Solomons Wealth Management exists to help clients navigate the financial and emotional complexities of wealth.
Every family or individual is unique and our goal is to provide our clients a truly comprehensive approach that is both objective and tailored to your needs.
Investment thematic is in the core of portfolio construction. We will advise clients on upcoming market trends to capitalize long term growth strategies.
Every client is unique and have different goals. Whether you are investing for children’s education, a house deposit or retirement. We will design a investment strategy based on your needs
The world is your oyster, we have direct access to global markets to help you maximize global opportunities. Different asset classes and sectors will help diversify your portfolios.
We re-balance portfolios based on its overall weighting and also will be investing in growing asset classes when favorable.
Rather than focusing on one research house, we have access multiple top tier research providers. This allows us to make the most informed investment choices.
Delivering superior returns is not our only goal. We want to provide investments with minimum risk and to prevent losses.
As a free-standing firm, we are not bound to offering specific products or work with limited number of providers. We work for you, not for the product issuers.
Which means we are focused on building trusted relationships, creating thorough and comprehensive financial strategies that address your short-term and long-term goals.
At Solomons Wealth Management, the client always comes first. We are in this business to serve others and make a positive impact on their lives. We strive to provide a unique experience that sets us apart from other wealth management firms.
We are a team of dedicated and highly experienced professionals in private wealth advisory. Beyond our internal team, we partner with Accountants, Lawyers and other advisory groups that provide us with deeper insights. Our interdisciplinary approach adds a broader perspective to what we do and allows us to offer a more comprehensive suite of services under a single roof.
You’ve worked hard for your wealth. You deserve a team who will work even harder to manage it. Contact us today for a complimentary ‘get to know us’ consultation.
Jonathan Lee (AR 1233381), Johnny Shin (AR 1003078), Jobbe Yu (AR 1235902), Morgan Johnson (AR 460730) and Solomons Wealth Management Pty Ltd (CAR 1275993) are Authorised Representatives of PGW Financial Services Pty Ltd – AFSL 384713
