1. Traust Sollus advises a select group of affluent clients, with whom we have forged a close partnership; a real
meeting of the minds. Visit our website or give us a call to speak with one of our wealth advisors to learn
more about the way we see things, and see if you might be a Traust Sollus client at heart.
NEW YORK, NY
2. A Meeting of The Minds
Perhaps the most important decision you will make in the future is the choice of an exceptional
wealth advisor. Someone who appreciates everything you have done to arrive where you are now, and
understands the many challenges you face. Someone who listens to your goals and dreams for the future.
Traust Sollus is an exclusive wealth management firm, a true partner to our loyal clients – creating an
unparalleled collaborative culture for financial planning and investing success. We take the time to meet
with you – to discover how you want to live the rest of your life, to help ensure your assets are well-managed
Traust Sollus specializes in servicing individuals, families and family-owned businesses; affluent
individuals who want to manage their wealth, navigating the many twists and turns of the market.
Clients who are looking at the big picture, with long-term financial goals.
We understand that there are as many life goals as there are individuals, and, as it would follow,
as many reasons for investing, and for preserving wealth as well. Some of our clients want to
preserve and manage their assets wisely to maintain the lifestyle they currently enjoy. Others want
to begin and fund a new endeavor, or provide a financial base for future generations.
When you meet with us, you will be face-to-face with the senior advisors of our firm. You can expect our
expertise to be combined with your life and financial goals in order to help you arrive where you want to be,
on your terms and within your timeframe.
Grounded in a CPA discipline, we have become a highly successful leader in the wealth management arena,
with offices in New York City and Princeton, and loyal clients all throughout the United States.
Whatever your goals, we are committed to helping you achieve them.
With a team of expert CPAs, Investment, Estate and Tax Advisors, our
guidance is yours, whenever you need it.
When we see eye-to-eye with a potential client, we make a decision to
invest in their success, looking at the world through their eyes, and
helping them turn their dreams into a reality.
3. The Traust Sollus Difference:
At Traust Sollus, your financial plan is never formulaic; it is created uniquely for you. After meeting with
you to gain an understanding of your short and long-term goals, your wealth advisor will recommend
an investment approach that answers your life goals, and explains how our recommended strategy
is designed to help achieve your dreams.
We pride ourselves on providing a prudent, risk-managed investment approach, executed and monitored
with due diligence, and in constant communication with you.
While customized, the Traust Sollus approach is not for everyone – we’re in partnership solely with clients
who are here for the long-term; clients who understand that this is the key to eventual success.
After our meeting of the minds, you may discover that this is the place where
you truly want to be...
At Traust Sollus, we offer an extensive array of financial services to a select group of successful
clients. As our name suggests, we are committed to offering conflict-free guidance, and creating a safe,
comfortable culture, based on mutual trust and respect. Since we are not an institutional investment
house or private banking institution, we are able to provide a more personalized and customized
client centric service to our clients.
Traust Sollus delivers exceptional customized guidance in Personal Financial Planning, Investment
Advisory, Tax Planning and Preparation, Retirement Planning, Trust Services and Business Consulting.
One of the pivotal points that makes us unique is our steadfast client focus – putting you and your
vision and goals first, and creating plans and investment portfolios that reflect your expectations
for the future.
n More attention and focus on you
n Clear, consistent communication
n A select client base
n Objective, conflict-free investment and planning advice
n Professional staff of expert CPAs, PFSs, CFPs, CFAs
n Customized financial plans
n Multi-layered Risk Management Discipline
n A comprehensive due diligence process
n Tax planning and preparation expertise
In fact, our customized Financial Planning process has been granted
registered status by the U.S. Patent and Trademark office, and has drawn
recognition from such national media as The New York Times.
4. Financial Planning
The Art of Forging Your Future At Traust Sollus, our job is never “over”; we view our relationship as a
journey we undertake with each of our valued clients, and through our
proprietary process, we guide our clients in implementing, monitoring
and updating their Financial Plans as the years go on.
Your Financial Plan is part of your road map, from which all future financial decisions are based, always
ensuring they are in line with your eventual goals and desired outcomes. As your life evolves, so does
your Financial Plan, to reflect your changing milestones and priorities. You may decide to embark on a
new business venture, or now be blessed with grandchildren to consider.
No two plans, like no two people, are alike; our expert wealth advisors create a comprehensive individual
Financial Plan for each of our client partners.
To create a Financial Plan with you, we first schedule a time for you to meet with your senior wealth
advisor, to learn about your needs and financial goals. The expert staff assigned to you will then review
and process the information you discussed, along with your senior wealth advisor. You then meet with
several members of your hand-picked Financial Planning team, and your wealth advisor will prepare a
summary of the meeting and the eventual Financial Plan.
Your customized plan also includes our analysis of your current situation, as well as our specific
recommendations for wealth building and preservation. Depending on the client, this could encompass
tax and estate planning, debt management, cash flow management, strategies for managing
concentrated stock positions, business and investment management, portfolio risk management and
philanthropic planning advice.
At Traust Sollus, we believe that, when we help you with your Financial Planning,
we are also planning for the future of your family and their education, your future
tax situation, your retirement and your life goals, and we take these many factors
into consideration in creating your customized plan.
5. Above all, at Traust Sollus we pride ourselves
on being focused on prudent investing, to
help our clients manage and preserve their
We work with individual investors who want to manage
their investment portfolios the way savvy institutional
investors do: by gauging whether they remain on track
for reaching their desired wealth goal within the overall
planned time period. While we understand investing
can be daunting, with complex strategies and new
technologies available, we take the time to make it more
comprehensible, and communicate clearly with you
throughout the entire process so you can understand
the benefit of each choice we make in managing
your investment portfolio.
With you, we determine a reasonably attainable
investment return goal and timeline, objectively
recommend conflict-free investment solutions from
our carefully vetted investment managers appropriate
for you, and create a customized investment portfolio,
tailored to your unique needs. This is the reason our
valued clients have remained loyal to us over the
Tax Planning and Preparation
The Bigger Picture
Traust Sollus employs a team of tax planning experts, with decades of tax planning experience.
It is this expertise that sets us head and shoulders above the rest, and provides a holistic
approach to our financial guidance.
We offer tax planning and preparation for individuals, families and family-owned businesses,
as in the case of business owners and entrepreneurs, there is often a cross-over of due
diligence necessary, as well as tax advantages our clients may not have discovered. In
understanding and planning your entire financial plan and investment strategy, we find the
best instruments for taking advantage of any tax benefits available to you.
Our tax planning approach is proactive, not reactive; we prevent and mitigate problems before
they happen, looking to the future, and predicting how today’s choices will impact your tax
situation and lifestyle tomorrow.
Our over-arching aim is to look to the future for you and your family, in addressing your needs
for wisely allocating and preserving wealth.
Designed Around You
Our client centric approach to constructing your investment portfolio:
6. Have you taken steps to protect your loved ones, your assets and your financial future against the
unexpected? The use of insurance as a risk management tool can help protect what matters most in your
life and plays a critical role in every comprehensive financial plan.
Insurance can help protect dependents and business interests from financial hardship when the
unexpected occurs. Through various insurance products, including life, disability, long-term care, liability
and property and casualty insurance, the financial risk of uncontrollable events can be transferred from
you to a third party: the insurance company.
Listed as one of the “Leading Wealth Managers in the Nation”
Wealth Manager magazine
Listed as one of the country’s “Top Wealth Managers”
Financial Advisor magazine
Listed as one of the “Top Wealth Managers in the Nation”
Medical Economics magazine
Listed as one of the “Top 150 Best Financial Advisors for Physicians”
Tools to Protect You and Your Family
At Traust Sollus, we understand that, as a business
owner, the challenges you face in financial matters
such as wealth and cash flow management are
similar to those you face as an individual.
With our team of expert CPAs and wealth advisors,
we can help you manage and improve the financial
strength and liquidity of your company, helping you
reap the rewards you deserve from your labors.
We offer consulting, coaching and advisory services to
business owners and family-owned businesses, as well
as financial planning and executive seminars, to assist
you in achieving financial freedom and success.
Draw on Our Experience
To help our clients protect what matters most and hedge against the unpredictable, we
have partnered with leading experts who specialize in assessing and mitigating risks. Our
insurance planning process includes determining whether it is cost-effective to insure against
a particular risk, what type of coverage is required and how much insurance is needed.
Since we are independent — not affiliated with any insurance company — we can survey the top
insurance companies and recommend solutions that provide the best value for our clients. Most
importantly, we explain your risk hedging options in clear, easy-to-understand language so that
you have the information you need to make the best decisions to protect your loved ones.