Solera's story is one of simplicity, grounded in a deep commitment to relationships and a genuine love for people. We embrace a practical philosophy: Prioritize the goals of each client and diligently work to build and safeguard their wealth.
In the world of finance, where complexity often reigns, Solera shines as an example of simplicity, anchored in authentic relationships and a deep understanding of client needs. Solera’s story will continue to stand as an inspirational example of how people who lead with a servant's heart can shape a successful and purposeful company.
“Four key words helped make my dreams come true. They are: dedication, balance, risk and love.”
The Solera team embodies a commitment to integrity, compassion and care, reflecting a spirit of kind-heartedness. We value meaningful relationships with people above all else. Our standard for ourselves is to deliver excellence while continuously seeking to grow in wisdom and service. We honor promises, remain true to our character and intentionally listen to our clients’ challenges and aspirations.
“You can get out of life what you want if you help enough people get what they want.”
Our approach revolves around the belief that true wealth comes from freedom. The solution to building wealth successfully is not from a financial product, a rate of return, a single strategy, or a financial plan. It comes from a complete economic process. And that begins with understanding Solera’s Blended Process.
Visit and explore what’s possible. Assess your current financial situation, goals, and risk tolerance. Lay the groundwork for developing your comprehensive plan.
Utilizing our LEAP process provides us with a deep and extensive view of your financial landscape - empowering confident decision-making through clarity.
Planning is important, but executing is critical. The key to successful financial planning is a strong implementation strategy.
Life doesn’t sit still, it evolves. We commit to building a personal connection with regular meetings to craft and refine your plan as your life changes.