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Solomon Kent Kilgroe is an investment advisor representative with Cyndeo Wealth Partners. Solomon is registered with the state of Florida. Solomon has passed the Uniform Investment Adviser Law Examination (Series 65). Solomon has over five years of experience in the financial industry. Solomon specializes in providing financial planning, investment management, and wealth planning services to individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting/family office and wealth planning services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
06/22/2023 - Present
Cyndeo Wealth Partners (ST. PETERSBURG FL)
IA
Issued 05/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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