Believing that true wealth is about freedom, we champion for families who prioritize the pursuit of prosperity and the preservation of their legacy.
Solera stands apart because of our belief in addressing the bigger picture and recognizing that your well-being encompasses various interconnected facets.
FRACTIONAL BLENDED STRATEGY
We create strategies combining asset & risk management to build, protect, and grow your wealth.
We believe it’s important that you look to employ tax diversification in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is an advantageous strategy. You should work with a professional to help determine exactly how much you should allocate to help minimize your overall tax burden in retirement.
*Each individual’s tax circumstances are different, and the information on this site may not be personalized to your situation. Always consult with a tax professional regarding your specific tax situation.
We know it’s not a typical word in the financial services industry. But for us, it is one of our most treasured core values – and that’s “love.” We love people and promote a culture of care, building a deep connection between our clients and their families and our team. We’re eager to introduce ourselves to you to show you all that we offer and what we can do, to share our passion and begin a trusted relationship.
Our mission is to grow and protect your investments for a lifetime and beyond.
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Solera Asset Management & Insurance is a trade name and logo that is used for marketing purposes, and may appear on marketing materials or client statements. Clients should understand that Solera Asset Management & Insurance is a separate legal entity. Sowell Management and Solera Asset Management & Insurance are independently owned and operated. Solera Asset Management & Insurance advisory services are provided through Sowell Management, a registered investment adviser.
This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Solera Asset Management & Insurance does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Solera Asset Management & Insurance does not, and this site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Solera Asset Management & Insurance (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
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