Soltis Welcomes High End Financial
Soltis Investment Advisors, a registered investment adviser (RIA) with more than $11 billion of client assets, is bringing in Utah-based High End Financial, LLC, led by Jay Wells. The addition will bring more than $500M in client assets to Soltis’ existing operations.
With over two decades of experience, Wells has worked with high-net-worth individuals, families, and business owners to help navigate financial planning, retirement, and investments. Wells will assume the role of senior advisor, Institutional & Wealth Services.
“Joining Soltis gives me the opportunity to provide my clients with expanded resources, expertise, and a broader set of planning strategies to help them achieve their financial goals,” said Wells. “With the strength of a nationally recognized team with institutional-quality support, it’s a move aligned with my values that elevates the experience for the individuals, families, and businesses I serve.”
Tyler Finlinson, managing partner at Soltis, added, “We’re thrilled to welcome Jay to the team. His expertise working with individual and institutional clients is unique and aligns with Soltis’ efforts to assist clients in each of these disciplines.”