Investment Management & Advice Services


The goal of our services is to help achieve what matters most to our clients; to help them make informed and wise decisions about their assets, about their future.



Investment Management

Your portfolio receives attention from our experienced team. We believe investment decisions should carefully weigh your opportunity for growth and income against the possibility of risk or loss. We allocate your portfolio to help meet your needs for liquidity, stability, income and growth.

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Alternative Investments

Generally not publicly traded stock, bonds, or cash, these kinds of investments are often used to provide greater portfolio diversification, a low correlation to a publicly traded portfolios, create attractive distributions for income, and potential for growth.

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Traditional Investments

There are many investment instruments that can be used to provide for a specific goal you have. Learn about some traditional investments that we use, based on a clients specific objective or need.

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Financial Planning

From retirement planning to estate and tax strategies, our process goes beyond advising on financial matters. Our SoleraTactical process helps clients manage their financial planning needs and opportunities, while assessing risk and helping plan for unexpected events.

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Insurance

Estate preservation services, including succession planning, estate tax minimization, and asset protection.

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