A relationship-first practice, built around how clients actually live.
Fiduciary-minded advice, integrated planning, and a team-based approach that supports clients at every stage of wealth.
The Solera philosophy.
The name Solera is inspired by a time-honored method originally used to cultivate fine wines. Rather than relying on a single vintage, the Solera process blends experience across generations, allowing strength, balance, and depth to build over time. Each layer supports the next.
That philosophy reflects how we approach financial planning. We believe lasting financial stability and wealth are not created overnight, but thoughtfully developed through experience, discipline, and intentional decision-making. Every strategy is built upon what came before, carefully refined as life evolves, businesses grow, and goals change.
Just as the Solera method values preservation while allowing for progress, our practice focuses on helping clients protect what they've built, grow with purpose, and prepare confidently for the future, today, tomorrow, and across generations.
Three principles guide every plan.
Understand before recommending.
We take time to understand each client's goals, values, priorities, and concerns before any strategy is on the table. The plan follows the conversation, not the other way around.
Objectivity, with the right specialists.
As non-captive advisors, we offer access to a broad range of solutions from A-rated carriers and leading platforms. We coordinate with CPAs and attorneys so every decision supports the next.
Planning is ongoing, not one-time.
Lives, families, businesses, and markets change. We adapt strategies thoughtfully and intentionally, so clients can feel confident making decisions in every season of life.
An advisory model designed to support every stage of wealth.
Senior advisors lead complex planning and strategic oversight, while our broader advisory team ensures accessibility, education, and continuity for clients earlier in their financial journey. This structure is intended to provide depth, continuity, and personalized attention regardless of where a client is in their financial life.
We serve clients at all stages, from those building their first long-term plan, to families and business owners managing complex wealth, to individuals preparing for retirement, business transition, or generational transfer.
Coordinated planning, beyond investments alone.
Most financial decisions don't fit neatly into a single category. We integrate planning across the areas that most often affect outcomes, and coordinate with your existing tax and legal advisors when specialized knowledge is needed.
Wealth & Investment
Portfolio construction, asset allocation, ongoing monitoring with a long-term focus.
Tax-Efficient Strategy
Tax-aware planning across investments, retirement income, and charitable giving.
Risk & Protection
Life, disability, and long-term care insurance evaluation aligned with your overall plan.
Estate & Legacy
Coordination with attorneys on wills, trusts, beneficiaries, and wealth transfer.
States we serve.
Solera Advisory Group serves individuals, families, executives, and business owners across eight states: New York, New Jersey, Florida, California, Texas, Connecticut, North Carolina, and Pennsylvania. Individual advisor licensing may vary by state; see each advisor's page for their specific state registrations.
Insurance licensing may differ by state. See important disclosures →