This is an example page. It’s different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:
Hi there! I’m a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin’ caught in the rain.)
…or something like this:
The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.
As a new WordPress user, you should go to your dashboard to delete this page and create new pages for your content. Have fun!
Believing that true wealth is about freedom, we champion for families who prioritize the pursuit of prosperity and the preservation of their legacy.
"We do so much more than investment planning or insurance planning. We specialize in holistic financial planning, utilizing a process that weaves together your aspirations with investments and opportunities to protect what is yours. We create a comprehensive and tailored financial solution for your lifetime and beyond."
With our focus on tax efficiency, we tailor strategies to mitigate risks and preserve your hard-earned assets. By seamlessly integrating tax planning into our holistic approach, we strive to protect your wealth while ensuring the continuity of your financial goals.
At Solera, we embrace the philosophy of holistic financial planning, acknowledging the uniqueness of each client's financial journey. Our approach is centered on our belief that thoughtful and strategic planning tailored to your specific needs and aspirations is paramount.
In the arena of portfolio management, we go beyond the conventional, blending non-traditional assets and harnessing the power of the traditional with an innovative approach. And that’s intentional – we work to grow your portfolio while mitigating potential losses.
We bring together our expertise, a wealth of resources in insurance and asset management and an unparalleled commitment to providing highly personalized financial advice. Our goal is to cultivate a dynamic and collaborative relationship with each client.
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 approach revolves around the belief that true wealth comes from freedom. We are passionate about delivering financial counsel to help individuals protect their assets, provide for their needs and realize dreams and goals. We bring together our expertise, resources and a commitment to providing highly personalized services to help you achieve your unique goals.
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.
Solera stands apart in the world of financial advisory because of our belief in addressing the bigger picture and recognizing that financial well-being encompasses various interconnected facets of our clients’ lives. We provide more than conventional services, integrating and leveraging non-traditional and traditional asset opportunities in innovative ways.
We believe in proactively identifying and analyzing potential risks, recognizing that they can significantly impact the success of your financial plans.
We understand that growing wealth is not a one-size-fits-all endeavor; it’s a journey that demands individualized attention and tailored solutions. Solutions that not only protect and nurture your assets but also cultivate and expand them for the future.
We’re committed to safeguarding and preserving the wealth you’ve accumulated. Our commitment to wealth protection goes beyond conventional financial planning – we work to protect your investments for a lifetime and beyond.
Solera stands apart in the world of financial advisory because of our belief in addressing the bigger picture and recognizing that financial well-being encompasses various interconnected facets of our clients’ lives. We provide more than conventional services, integrating and leveraging non-traditional and traditional asset opportunities in innovative ways.
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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