How we work

Wealth Management Service

By engaging with our team, you gain access to multiple colleagues, to help align your financial objectives with solutions to address various aspects of your financial health.

Personalized Service Offering:

Our promise to you is that we will provide a consistent, pleasant, and productive client experience for you. You will receive personalized communication offerings, timely research and advice, and consultative one-on-one attention. Throughout the year, you will have multiple opportunities to participate in informational seminars and social events to allow your friends and family to become better acquainted with our team and our level of experience.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing

Community participation

United Way fundraising (entire office)

Just Food (entire office)

Junior Achievement fundraising (entire office)

Willow Domestic Violence Center donations (entire office)

Lawrence Chamber of Commerce (Solomon & Associates is a member)

Lawrence Chamber Envoys (Mandy Denton)

Leadership Lawrence (Mandy Denton, Class of 2018, & Scott Solomon, Class of 2019)

Cooper’s Cause Foundation "Cooper's Couture" event committee (Mandy Denton)

Lawrence St. Patrick’s Day Parade Committee (Mandy Denton)

Habitat for Humanity (Rosie Robertson)

Big Brothers, Big Sisters (Rosie Robertson)

Red Cross (entire office)

Toys for Tots (entire office)

Working with us

Investment Philosophy

Our investment philosophy seeks to help clients feel more confidence and peace of mind. We follow a systemic, strategic,disciplined asset allocation approach with the goal of long-term wealth accumulation. We help you track your goals, lifestyle changes, and market changes. We help you adjust your positions to fit your needs and the needs of the economic environment. There are cycles in every aspect of life and it is no different in the financial industry. Cycles cannot be predicted with any certainty and this is why we believe patience and discipline are the time-honored elements of successful investing.

Asset allocation does not assure a profit or protect against loss in declining markets.