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Transform Your Financial Practice

The experience, technology, and support you deserve from a true partner invested in your success

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The Sollinda Way

Sollinda Wealth is a dynamic partner for independent financial advisors seeking to elevate their practice and provide quality service to their clients. 

Born from a vision to transform the advisor-client relationship through an authentic partnership, innovative technology, and a high-caliber investment experience, we provide:

Direct Access to Leadership

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Advise your clients with confidence. You’ll know our founders and investment team by name and get direct access for guidance, portfolio discussions, and market insights.

Institutional-Caliber Investment Strategies

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Access sophisticated portfolios and market insights typically reserved for ultra-high-net-worth clients and larger practices.

Comprehensive Technology and Support

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Run a more efficient practice with the help of an integrated platform and experienced back-office team to streamline operations, compliance, and client management.

Client-Centric, Relationship-Focused Culture

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Experience working with real people committed to your success, guided by what's best for you and your clients, not short-term profits.

Flexible and Transparent Partnership

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Earn fair payouts - with no hidden fees - and gain the ability to maintain your unique brand while leveraging our institutional backing.

Continuous Improvement through Advisor Input

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Shape the future of your partnership with Sollinda by voicing your ideas and feedback. We listen carefully in order to improve our offerings and deliver maximum value to you and your clients.

Partners in Growth

Sollinda Wealth partners with independent financial advisors who share our core values and vision for growth through a mutual partnership. You might be an ideal fit if:

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You value autonomy and want control over your book of business

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You excel at building client relationships and financial planning, but may not be a market expert

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You want to focus on serving clients rather than getting bogged down in operational details

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Your business has hit a “ceiling” and you need transformational support to continue growing

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You’re looking for a true partnership and team approach, not just a service provider

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You prioritize transparency and doing what's best for clients

We’re selective about who we work with due to our commitment to fostering a network of like-minded professionals who are passionate about guiding people on their financial journeys.
Let’s Discuss Your Goals & Challenges to See if We’re a Good Fit

Comprehensive Solutions

Our goal is to empower you to grow your business leveraging Sollinda's experience, technology, and commitment to operational excellence, including:

Investment Management
  • Proprietary investment strategies spanning traditional and alternative assets
  • Customized portfolio construction and management
  • Ongoing monitoring, rebalancing, and risk management
  • Regular market insights and commentary
  • Direct access to investment team for strategy discussions
Advisor Support
  • Comprehensive back-office and operational support
  • Compliance and regulatory guidance
  • Marketing and business development resources
  • Client onboarding and account management
  • Performance reporting and client communications
Technology Platform
  • Integrated advisor workstation powered by Orion
  • Client portal and mobile app
  • Financial planning software
  • CRM and practice management tools
  • Document management and e-signature capabilities
Advisor Community
  • Weekly team calls for knowledge sharing and best practices
  • Access to network of experienced advisors
  • Collaborative problem-solving for complex client situations
  • Opportunities for business growth and expansion
Client-Facing Resources
  • Educational content on financial markets and planning topics
  • Webinars and videos featuring Sollinda's investment team
  • White-labeled market commentary for advisor distribution
  • Co-branded marketing materials and client presentations
Family Office Services
  • Estate and tax planning
  • Trust administration
  • Philanthropic planning
  • Multi-generational wealth transfer strategies
  • Coordination with external advisors (legal, tax, etc.)

Comprehensive Solutions

Our goal is to empower you to grow your business leveraging Sollinda's experience, technology, and commitment to operational excellence, including:

Investment Management
  • Proprietary investment strategies spanning traditional and alternative assets
  • Customized portfolio construction and management
  • Ongoing monitoring, rebalancing, and risk management
  • Regular market insights and commentary
  • Direct access to investment team for strategy discussions
Advisor Support
  • Comprehensive back-office and operational support
  • Compliance and regulatory guidance
  • Marketing and business development resources
  • Client onboarding and account management
  • Performance reporting and client communications
Technology Platform
  • Integrated advisor workstation powered by Orion
  • Client portal and mobile app
  • Financial planning software
  • CRM and practice management tools
  • Document management and e-signature capabilities
Advisor Community
  • Weekly team calls for knowledge sharing and best practices
  • Access to network of experienced advisors
  • Collaborative problem-solving for complex client situations
  • Opportunities for business growth and expansion
Client-Facing Resources
  • Educational content on financial markets and planning topics
  • Webinars and videos featuring Sollinda's investment team
  • White-labeled market commentary for advisor distribution
  • Co-branded marketing materials and client presentations
Family Office Services
  • Estate and tax planning
  • Trust administration
  • Philanthropic planning
  • Multi-generational wealth transfer strategies
  • Coordination with external advisors (legal, tax, etc.)

Our Approach

Discovery and Alignment

We dive deep to understand your unique challenges, goals, and vision as an advisor. Through authentic conversations, we'll explore how Sollinda's supportive partnership model aligns with your values and can help you achieve your professional aspirations.

Customized Solution Design

We'll craft a tailored solution designed to address your specific needs and accelerate your growth objectives. You'll see firsthand how Sollinda's integrated platform can streamline your operations, enhance your client service, and give you access to institutional-quality investments and a supportive advisor community.

Transition and Onboarding

We'll develop a comprehensive transition plan tailored to your practice, ensuring a smooth onboarding with dedicated support every step of the way. You'll be personally introduced to Sollinda's technology, experienced support staff, and network of fellow advisors, setting you up for immediate and long-term success.

Ongoing Partnership and Growth

Your success becomes our mission, with ongoing support through regular check-ins, strategy sessions, and access to a wealth of educational resources and collaborative opportunities. We'll proactively identify growth opportunities, continuously enhance our services based on your feedback, and celebrate your milestones together, demonstrating our unwavering commitment to your long-term prosperity.

Leadership Team

At the helm of Sollinda Wealth are Ryan Mumy and Justin Greenhill, industry veterans who bring a powerful combination of hands-on advisory and investment experience to the firm.

Ryan Mumy
CEO & Founder
Ryan's background building a successful retail advisor practice as well as a corporate RIA gives him insight into the day-to-day challenges faced by financial professionals that many firm executives miss. This helps to inform Sollinda's comprehensive operational support structure as well as advisor support initiatives.
Justin Greenhill
CIO & Founder

Justin's global perspective and deep market knowledge inform the firm's investment approach, providing advisors with access to investment strategies commonly considered in ultra-high-net-worth portfolios.

Together, Ryan and Justin have cultivated a team that spans a large spectrum of wealth management experience. From crafting disciplined, research-driven investment strategies to navigating complex compliance landscapes, Sollinda's leadership is committed to empowering advisors with the tools and knowledge they need to thrive.

This commitment to excellence extends beyond the firm's walls, with ongoing participation in industry conferences, pursuit of advanced certifications, and collaborations with academic institutions.

Nicole Owenby
Chief Operations Officer
With over 20 years of experience in the financial services industry, Nicole oversees operations for SCM. She works to ensure we're executing on our high-bar of excellence.
Brittany Macchia
Lead Advisor Advocate
Brittany handles the daily needs of our advisor partners & their branches. She has over 14 years of experience in the customer service industry, including 9 with the team at Sollinda.

By partnering with Sollinda, advisors gain more than just support – they tap into a dynamic ecosystem of financial experience that elevates their practice and enhances the value they deliver to clients.

Get in Touch

Elevate Your Practice with Sollinda