Soltis Investment Advisors Announces Addition of High End Financial Led by Jay Wells

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ST. GEORGE, Utah--(BUSINESS WIRE)--Aug 6, 2025--

Soltis Investment Advisors ("Soltis"), a Registered Investment Adviser (“RIA”) with more than $11 billion of client assets, announced today the addition of Utah-based High End Financial, LLC, led by Jay Wells. The addition will bring more than $500M in client assets to Soltis’ existing operations.

With over two decades of experience, Wells has worked with high-net-worth individuals, families, and business owners to help navigate complex financial planning, retirement, and investments.

“Joining Soltis gives me the opportunity to provide my clients with expanded resources, expertise, and a broader set of planning strategies to help them achieve their financial goals,” said Wells. “With the strength of a nationally recognized team with institutional-quality support, it’s a move aligned with my values that elevates the experience for the individuals, families, and businesses I serve.”

Tyler Finlinson, Managing Partner at Soltis, added, “We’re thrilled to welcome Jay to the team. His expertise working with individual and institutional clients is unique and aligns with Soltis’ efforts to assist clients in each of these disciplines.”

This news supports Soltis’ efforts to attract high-performing advisors seeking to grow their practices in partnership with an independent RIA that prioritizes advisor autonomy, client care, and long-term value creation.

“Soltis is not an aggregator - we take a strategic and highly selective approach to our M&A initiatives,” said Jeff Harris, Head of Mergers & Acquisitions and Partnerships at Soltis. “We look to partner with advisors who will enhance our long-term vision - whether that’s expanding into key markets, deepening our presence in existing ones, or enhancing the services we provide. Above all, cultural alignment is our first priority.”

Harris added, “Jay checked off many of these boxes. He’s a high-caliber advisor with trusted relationships, and we’re excited to support his next phase of growth and help deliver even more value to the clients he serves.”

Jay Wells will assume the role of Senior Advisor, Institutional & Wealth Services. His clients will benefit from Soltis’ comprehensive suite of services, all delivered through a high-touch, personalized approach.

About Soltis

Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah with more than $11 billion in assets under management and assets under advisement across the U.S. Soltis provides comprehensive financial planning and investment management services to individuals and families as well as retirement plan sponsor services. For more information, visit www.soltisadvisors.com.

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CONTACT: Justin Egbert

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Emily Oakes

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KEYWORD: UNITED STATES NORTH AMERICA UTAH

INDUSTRY KEYWORD: ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: Soltis Investment Advisors

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PUB: 08/06/2025 08:45 AM/DISC: 08/06/2025 08:47 AM

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