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.
Our mission is to grow and protect your investments for a lifetime and beyond.
Our eNewsletter
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).
At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Solera Asset Management & Insurance. Solera Asset Management & Insurance does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to theses websites should not use or rely on the information contained therein until consulting with an independent finance professional. Solera Asset Management & Insurance does not necessarily endorse or recommend any commercial product or service described at these websites.
Copyright © 2024 Solara Asset Management. All rights reserved. | Legal Disclosures | Powered By: Lone Beacon