What We Do
At Sollertis, our goal is to help you achieve financial freedom through tax planning and asset protection designed to grow and protect your wealth. Our attorneys offer hands-on guidance and practical insight to simplify the complex realities of wealth management. We combine business acumen with legal insight to help you accomplish your goals while minimizing—and, in many situations, eliminating—the taxation and risks that threaten the wealth you’ve worked hard to obtain.
Achieving Financial Freedom.
“…Bill is the master … shield the liabilities … make sure that where you’re exposed, you’ve taken whatever defensive steps you can take to protect yourself.”
— Fred Port, Sollertis Client
Finding the Right Game Plan.
“One thing I liked about Bill … [He] can be your Quarterback, and handle the ball [with each person] you do this, you do that – otherwise [I’d] have to make the decisions … hire these [different advisors]… and keep track of all these people … that’s a bear, that’s why people stay disorganized, because they don’t have a Quarterback. Bill is a really great Quarterback.”
— T. Harv Eker, Sollertis Client
Focusing on Tomorrow.
“Bill has set up every single possible thing I’ve needed personal and business-wise … personal corporations, partnerships, purchases of offices, family wills, and family trusts … he’s done everything! …100% precise, 100% of the time – it’s very rare to find that in another professional – but Bill is at the exact same level as me in another professional.”
— Dr. Robert Gramins, DDS, Sollertis Client
Signature Offerings
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