In Greek Mythology, Soteria was the goddess of safety and salvation, deliverance, and preservation from harm. At Soteria, our mission is to help clients navigate safely towards financial independence and security and protect their way of life. That is what we are all about – lifestyle protection.
Our goal is to help you chart your course to a successful financial future. With the freedom of being an independent firm, the backing of the largest Broker-Dealer in the country, and the service capabilities to provide the personal touch every client needs, we are strategically positioned to collaborate with our clients in the development of their financial planning strategies. We strive to provide the best, most comprehensive wealth management services possible to make sure you start and stay the path to financial independence, whatever that means to you and your family.