Brian Solik

President and Founder @Wealth Preservation Strategies

Raleigh-Durham-Chapel Hill, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2011 — Present

President and Founder @Wealth Preservation Strategies

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Wake Forest, NC

Brian believes that people who have worked hard all of their lives should have control of and protection of their money, and give as little as possible to the IRS, Wall Street, nursing homes, or financial institutions. He loves to educate others on what some of the richest and smartest people in our country have done to gain control of their money and shelter and protect a large portion of it from the IRS. He then coaches others to see if they can utilize some of these very same strategies.His experience at Merrill Lynch for nine years and as an independent since 2009 enables him to educate clients on the pros and cons of both Wall Street and non-Wall Street strategies. His approach is to educate without sales pressure.

EDUCATION

1987 — 1993

Dallas Theological Seminary

Masters of Theology

1982 — 1985

University of Michigan

Bachelor of Arts (B.A.), Science

SKILLS

Investment AdvisoryLife InsuranceLeadershipFinancial ServicesInsuranceWealth401kInvestment StrategiesFinancial AdvisoryRetirement PlanningCustomer ServiceWealth Management ServicesStrategic PlanningSecuritiesAlternative InvestmentsFinancial MarketsFinancial RiskWealth ManagementFinanceSmall BusinessInvestmentsEstate PlanningPortfolio Management

ABOUT BRIAN SOLIK

I believe that people who have worked hard all of their lives should have control of and protection of their money, and give as little as possible to the IRS, Wall Street, nursing homes, or financial institutions.” Disclosure Information Investment Advisory Services provided by Redhawk Wealth Advisors, Inc, an SEC-registered Investment advisor. Insurance products provided by Wealth Preservation Strategies, a North Carolina insurance agency. Wealth Preservation Strategies and Redhawk Wealth Advisors, Inc, are not affiliated.

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Brian Solik — President and Founder at Wealth Preservation Strategies in Raleigh-Durham-Chapel Hill, NC, US | Unifers