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  6. Soltis Investment Advisors Acquires High End Financial

M&A Deal Summary

Soltis Investment Advisors Acquires High End Financial

On August 6, 2025, Soltis Investment Advisors acquired financial services company High End Financial

Acquisition Highlights
  • This is Soltis Investment Advisors’ 1st transaction in the Financial Services sector.
  • This is Soltis Investment Advisors’ 1st transaction in the United States.
  • This is Soltis Investment Advisors’ 1st transaction in Utah.

M&A Deal Summary
Date 2025-08-06
Target High End Financial
Sector Financial Services
Buyer(s) Soltis Investment Advisors
Deal Type Add-on Acquisition

Target

High End Financial

St. George, Utah, United States
High End Financial is a RIA led by Jay Wells. Wells has worked with high-net-worth individuals, families, and business owners to help navigate complex financial planning, retirement, and investments. High End Financial is based in St. George, Utah.

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Buyer(S) 1

Buyer

Soltis Investment Advisors

St. George, Utah, United States
Category Company
Founded 1993
Sector Business Services
DESCRIPTION

Soltis Investment Advisors provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). Soltis Investment Advisors was founded in 1993 and is based in St. George, Utah.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Utah M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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