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Morgan Stanley Dean Witter

1.0 (2 reviews)

Services - Morgan Stanley Dean Witter

Investment management

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Signet Strategic Wealth Management

Signet Strategic Wealth Management

(1 review)

We hired Chris Soulios to advise us after selling our home about a year ago. We were considering an…read moreearly retirement. I worried about possible inflation due to all the pandemic stimulus but Chris told us, "there won't be any inflation because the internet keeps prices down". So we left 1/3 of the money from the sale of the house in the bank for emergencies. Of course, now that the price of wood has tripled, gas is $5 a gallon, food is more costly and housing is through the roof, I see we are having the most inflation in 13 years, so that money in the bank has devalued considerably. Aren't financial advisors supposed to know more than their clients? I remember challenging Chris when he advised keeping money in the bank for a possible medical emergency. "The BANK? The place that pays 000002 interest?" "Well, maybe not there, but you know", he responded. No Chris I don't know. That's why I hired you. Shouldn't you be able to tell me how and where to store wealth that's liquid but has SOME appreciation? At the end of the phone consult, Chris reminded us that we had paid for a year of advice and he would check in from time to time every quarter. That never happened. Quite frankly, with sage advice like that, we don't need any more "help". If you want advice like which debt to pay first or how to to set up a trust....generic stuff, hire this guy. Or just listen to Suze Orman. But if you want information that is tailored to your personal and financial situation, look somewhere else.

From the owner: The professionals at Signet Strategic Wealth Management provide transparent financial advice and…read moreservices for sophisticated investors committed to social change. Our freedom to put you first comes from choosing our own course as an independent firm. So instead of being required to offer pre-packaged programs and investments, Signet Strategic Wealth's skilled and experienced advisors are able to provide you with a custom financial plan based on your unique individual needs and values. Our team will put you first and foremost, which is exactly as it should be.

Morgan Stanley Dean Witter - financialadvising - Updated May 2026

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