Soteria Wealth Advisors
Soteria Wealth Advisors
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    • Home
    • About
    • Services
      • Private Wealth Management
      • Investment Advisory
      • Business Exit Planning
      • Equity Compensation Plans
    • Resources
      • All Posts
      • Insurance
      • Investing
      • Retirement
      • Financial Planning
      • Estate Planning
      • Taxes
      • Lifestyle
      • Life Events
      • Market Updates
      • FAQ
    • Contact
    • Careers
    • Client Login
  • Home
  • About
  • Services
    • Private Wealth Management
    • Investment Advisory
    • Business Exit Planning
    • Equity Compensation Plans
  • Resources
    • All Posts
    • Insurance
    • Investing
    • Retirement
    • Financial Planning
    • Estate Planning
    • Taxes
    • Lifestyle
    • Life Events
    • Market Updates
    • FAQ
  • Contact
  • Careers
  • Client Login

Wealth Management. Personalized and Reimagined.

Wealth Management. Personalized and Reimagined. Wealth Management. Personalized and Reimagined. Wealth Management. Personalized and Reimagined.

Wealth Management and Comprehensive Financial Planning for Business Owners, Entrepreneurs, Executives, and their Families.

Speak with an Advisor

Wealth Management. Personalized and Reimagined.

Wealth Management. Personalized and Reimagined. Wealth Management. Personalized and Reimagined. Wealth Management. Personalized and Reimagined.

Wealth Management and Comprehensive Financial Planning for Business Owners, Entrepreneurs, Executives, and their Families.

Speak with an Advisor

Why Soteria?

Most people have many questions about their finances.

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.

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PRIVATE WEALTH MANAGEMENT

Sophisticated long-term financial planning built around your needs, goals, and dreams.

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INVESTMENT MANAGEMENT

Wealth management includes total portfolio management, strategic investment selection, asset allocation strategies, tax gain/loss harvesting and rebalancing services.

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alternative investments

Access to direct private investment opportunities across private equity, private credit, and real estate to enhance your financial planning and wealth management strategy.

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EQUITY COMPENSATION PLANNING

Specialized advice, financial planning and tax strategy specific to your equity benefits plan and your total wealth management solutions.

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BUSINESS EXIT AND SUCCESSION PLANNING

Liquidity and business exit financial planning, tax strategy, and preparation for life thereafter.

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May your choices reflect your hopes, not your fears.


Nelson Mandela

Soteria Wealth Advisors

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


 Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


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