Solaris Strategic Wealth

Solaris Strategic Wealth Solaris Strategic Wealth and Simplicity Investments are not affiliated entities. Past performance of investments is no indication of future results.

Investment Advisory Services are available through Solaris Strategic Wealth, LLC, a Registered Investment Advisor; and Securities offered through Simplicity Investments, Securities Dealer, Member FINRA/SIPC. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot and should not be us

ed in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Information found on this social media site is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Third-party posts that appear on this social media site have not been reviewed or approved by Solaris Strategic Wealth or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of Solaris Strategic Wealth or its advisers. Some third-party posts may be reviews or testimonials. Solaris Strategic Wealth does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. Solaris Strategic Wealth is not responsible for content posted by third parties. Solaris Strategic Wealth and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law, to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring.

“Am I really allowed to walk away from the 9-to-5 if a layoff hits tomorrow?”That was the heartbeat of a conversation th...
06/16/2026

“Am I really allowed to walk away from the 9-to-5 if a layoff hits tomorrow?”

That was the heartbeat of a conversation that Nicole Crisman Milone and Jennifer Meldrim had last week with a dual-career couple, one of whom is bracing for bank restructuring. They pulled their plan onto the big screen, layered in a realistic capital-gains “budget,” and stress-tested early retirement against rising healthcare costs. The moment of truth? Even with a more conservative 6 % growth rate, their assets still supported 30 years of travel, without touching their home equity. The look of relief when they saw that green “91 % probability of success” bar is why our team loves this work. If uncertainty at the office keeps you up at night, consider giving your numbers a fresh, honest run-through.

Clarity is a powerful antidote to worry.

Imagine getting a pre-layoff notice after 28 years with the same firm, just as the painters arrive to prep your house fo...
06/08/2026

Imagine getting a pre-layoff notice after 28 years with the same firm, just as the painters arrive to prep your house for listing.

In last week’s meeting, that was our client’s reality. Together we unpacked more than moving boxes: we mapped how a full year of severance, the home sale proceeds, and a potential career pivot could power multiple futures. By dropping his salary to zero in the plan first, we surfaced the true “sleep-at-night” number, then layered in part-time, full-time, and “golf-course marshal” scenarios.

The result? Relief and the freedom to choose work that sparks joy rather than panic.

Big lesson: before reacting, press pause, model the numbers, and let them tell the story.

Clarity turns a scary notice into an open door.

If a transition is looming, when was the last time you stress-tested your plan?

We’re honored to share that Solaris Strategic Wealth has been ranked #29 in the Charlotte area’s Largest Wealth Managem...
06/02/2026

We’re honored to share that Solaris Strategic Wealth has been ranked #29 in the Charlotte area’s Largest Wealth Management Firms list by the Charlotte Business Journal, ranked by assets under management by Charlotte-area offices.

This recognition reflects the trust our clients place in us every day and the dedication of our incredible team.

Thank you to our clients, partners, and community for being part of our journey. We’re grateful for the opportunity to help individuals and families pursue clarity, confidence, and their future goals.

If your financial life feels messy right now, start here.During a major life transition, people often feel pressure to “...
05/29/2026

If your financial life feels messy right now, start here.

During a major life transition, people often feel pressure to “get everything figured out.”

But trying to fix everything at once usually creates more stress.

Instead, focus on these 3 things first:
1. Get organized
2. Understand your monthly cash flow
3. Separate urgent decisions from future decisions

That’s enough to create momentum.

Financial clarity doesn’t come from doing everything quickly.

It comes from slowing things down enough to see clearly.

“Big life changes rarely happen one at a time.”A major life transition doesn’t just affect one part of your life.It affe...
05/27/2026

“Big life changes rarely happen one at a time.”

A major life transition doesn’t just affect one part of your life.
It affects everything.

Your routines.
Your decisions.
Your confidence.
Your finances.

And when multiple things feel uncertain at once, even simple decisions can start to feel overwhelming.
That’s why the goal in seasons like this isn’t perfection.
It’s creating enough stability to take the next step clearly.

Not all at once.
Not overnight.
Just one decision at a time.

Because clarity is built gradually.
And so is confidence.

If you’re navigating a season of change right now, we are here to support you, listen and try to find a solution.

Wealth without direction can feel surprisingly unsettling.After selling a business, many people expect freedom to feel c...
05/22/2026

Wealth without direction can feel surprisingly unsettling.

After selling a business, many people expect freedom to feel clear immediately.

But often, the bigger question becomes:

“What am I building now?”

Because the transition isn’t just financial.

It’s personal.

The goal isn’t simply preserving wealth.

It’s creating a life that still feels meaningful after the exit.

DM our team if you’re thinking through your next chapter.

“3 financial mistakes business owners make after a big exit”Selling a business creates opportunity, but it can also crea...
05/20/2026

“3 financial mistakes business owners make after a big exit”

Selling a business creates opportunity, but it can also create pressure to act quickly.

Here are 3 mistakes we see often:

1. Making major investment decisions too fast
2. Increasing lifestyle spending immediately
3. Losing structure around long-term planning

A liquidity event changes more than your balance sheet.

It changes how decisions feel.

That’s why slowing down and creating a thoughtful plan matters.

We put together a post-exit planning checklist, comment below and we will send you a copy!

“You sold the business. But no one prepared you for what came after.”For years, your business shaped your routine, your ...
05/18/2026

“You sold the business. But no one prepared you for what came after.”

For years, your business shaped your routine, your decisions, your identity.

Then one day, it’s sold.

And suddenly, life gets very quiet.

Most people prepare financially for the sale.

Far fewer prepare emotionally.

Because after the excitement fades, many business owners find themselves asking:

“What now?”

This transition is bigger than money.

It’s a complete shift in identity, structure, and purpose.

And that adjustment deserves just as much attention as the financial side.

If you’re navigating life after a business sale, I’m always happy to talk through what comes next.

Grief changes your ability to process information.That’s normal.Which is why major financial decisions made too quickly ...
05/15/2026

Grief changes your ability to process information.
That’s normal.
Which is why major financial decisions made too quickly can create unnecessary stress later.
You do not need to have every answer today.
The goal right now isn’t perfection.
It’s creating enough stability to take the next step with confidence.
One step at a time is still progress.

DM us if you need help organizing the next steps.

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Charlotte, NC

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Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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