Soloff Wealth Management

Soloff Wealth Management Financial Planning for families and small business owners since 1996. No offers may be made or accepted from any resident of any other state.

Our primary focus is personal financial planning and employee benefits for small business owners. As part of the planning process, we help our clients implement their financial plans using independent, unbiased research in fields of investments and insurance. Securities and financial planning offered through LPL Financial, A Registered Investment Advisor, Member FINRA (www.finra.org)/SIPC (www.sip

c.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Property taxes too high? Here are ways to potentially lower your assessment.
06/01/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

How much do you know about stocks?
05/29/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
05/27/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
05/25/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
05/22/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

When was the last time you updated your will?
05/20/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
05/18/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
05/15/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/13/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
05/11/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Address

Huntingdon Valley, PA
19006

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 8am - 10pm
Sunday 9am - 5pm

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