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.
