Solennial Wealth Management

WHO WE ARE

Solennial Wealth Management is a financial planning company based in Tallahassee, Florida, aiming to create a balanced financial plan for clients who want to achieve their financial aspirations while also living a fulfilled life. Find out more about us through our philosophy and approach.

COMPANY SERVICES

Solennial Wealth Management offers in-depth financial planning, 403(b)’s, 401(k)’s, SEP IRA’s, profit sharing plans, defined benefit and defined contribution plans through plan sponsors. We provide services such as investment management, performance reviews, investment committee oversight, investment policy statement guidance, and fiduciary services to both the private sector for institutions and nonprofit organizations and the public sector, including, but not limited to, Fire Departments, Police Departments, Schools Districts, and Sheriff Departments.

Philosophy

In today’s society, finances influence every aspect of our lives. At Solennial Wealth Management we believe in a healthy balance between monetary stability and a fulfilled, enjoyable life. There’s a definite relationship we all have with money, which is different for everyone and consists of past experiences with finances, our current financial situation, and our financial goals for the future. In order to obtain our current & future financial goals, our entire relationship with money needs to be clearly defined and examined. Through our in-depth financial planning process we can achieve this task. Through our experience Solennial Wealth Management has come to define success as follows: helping our clients acquire those financial tools needed to achieve their financial goals and empower sound financial decisions, all the while maintaining a balanced and enjoyable life.

 

LOCATION

113 E. College Avenue
Suite #214
Tallahassee, FL 32301
Get Directions >

CONTACT

P: (888) 616-5333
F: (877) 734-7341
gknowles@solennialwm.com

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