Please reach out to us by sending an email to chris@soteriawealthadvisors.com if you cannot find an answer to your question.
We offer a variety of different levels of service you can utilize. From facilitating simple insurance policies you might need, investing advice, financial planning, and comprehensive wealth management, we have a model that will work for you no matter where you are in life.
In short - it depends! We cater to your specific and changing situation to ensure you are comfortable with the relationship in the short-, medium- and long-term. Our goal is to be there for you every step of the way as you pursue your financial dreams.
Again - it depends. We meet with clients anywhere from once annually to numerous times throughout the year. Your situation is unique, so we have positioned ourselves to be as adaptive and flexible as possible for all our clients throughout the year. Expectations are set in the beginning of a client engagement, but as things change, we pivot to service your every need!
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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