powered by Sollinda Capital Management & Family Office.
A Tech-Focused AI plus Human Advisory Collaborative
for Individuals, Families and Employers.
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We build close relationships that establish expectations, reduce anxieties and outline a clear path to addressing the complexities we have agreed to solve together.
A full picture collaborative partnership with access the broad universe of viable opportunities.
We recognize cash as a position and pride ourselves in patience when deploying capital to a fine-tailored arsenal suited to your style, pace and path.
Portfolio and Plan Construction is vital at onset and throughout the implementation timeline; however, proactive, diligent and disciplined monitoring is key to realizing those successes.
We WANT you to understand the value we bring to our relationship. Transparency is paramount. Real-time access to performance and plan data paired with a routine review process.
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“… because of our Independence we’re able to structure solutions that are purposefully designed with costs in mind while maintaining our fiduciary duties. We strive to build long-term relationships focused on Integrity, Independence and Innovation.”
— J. Andy Ingram, AIF ®
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PLAN BETTER. || Featuring MyBlocks
What Are Americans Biggest Retirement Concerns
“The respondents spanned several age groups: Generation Z (18 to 24), millennial (25 to 40), Generation X (41 to 55), baby boomers (56 to 75) and the Silent Generation (76 and older)…To achieve a “dreamlike” retirement, MagnifyMoney suggests setting a “clear and attainable goal.” The firm also suggests that consumers should “start saving early and often.”
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Relevant. Timely. For YOU.
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Women and Investing: Grow Wealth & Own Your Future
Practicing financial wellness is the most accessible way to start investing in your financial future. When you know what you have, know where you’re headed (and take steps to get there), and feel go...
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Is Your Retirement Plan Advisor Fulfilling Their Fiduciary Function?
Working with an advisor who specializes in retirement plans ensures you’re getting the expertise your plan deserves. Your advisor should help you strike a balance between providing adequate invest...
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The New Face of Wealth: The Rise of the Female Investor
For years, McKinsey has tracked the steady rise of female-controlled assets and analyzed its potential implications in the United States1 and in Europe.2 McKinsey recently surveyed more than 13,000...
INSPIRATION
“Dare to live the life you have dreamed for yourself. Go forward and make your dreams come true”
“In life’s journey, having the ability to predict the future gives us an unfair advantage. If we can understand the laws of cause and effect, anyone can predict the future. What we do today leads us to tomorrow’s destination. Why does this simple truth seem to be difficult for most people to understand?”
"The Best Way to Predict the Future is to Create It."
“The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one.”
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
“We should remember that good fortune often happens when opportunity meets with preparation.”
“We Are Drowning in Information While Starving for Wisdom”
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Investment Advisory services offered through Sollinda Capital Management, LLC, an SEC Registered Investment Advisor. | Securities offered through Saxony Securities, Inc.
11152 South Towne Square, St. Louis, MO 63123 | 314.963.9336 | Check the background of your financial professional on FINRA’s Brokercheck