# Solera Asset Managers

- **Website:** <https://soleraam.com>
- **Primary alias:** `soleraam.com`

## Description

Solera Asset Managers & Insurance helps families, career professionals, business owners, retirees, and high-net-worth individuals plan for retirement and manage their financial futures. Based in the Granite Bay area of California, the firm emphasizes that wealth is about freedom and aims to help clients build prosperity while preserving their legacy. Its approach brings together a client’s financial decisions through a holistic planning process, combining asset management and risk management strategies to help build, protect, and grow wealth. Solera stresses personalized guidance, recognizing that each client’s circumstances and financial direction are different. The firm also provides retirement-focused tax planning resources, including guidance on tax diversification and the role of different investment account tax treatments. Its team presents care and strong relationships with clients and their families as central values. Visitors can explore educational resources, including articles, guides, events, and frequently asked questions, and request a complimentary review or start a conversation with the firm.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [twitter](https://twitter.com/Solera_AM)
- [facebook](https://facebook.com/SoleraAssetManagers)
- [linkedin](https://linkedin.com/company/solera-asset-management)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idLZe8EFrx/w/1666/h/1666/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790445704389)
- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idLZe8EFrx/w/267/h/169/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790445703947)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Fire Bush | #e68b31 | accent |
| Kenyan Copper | #782305 | dark |
| Old Lace | #fdf0de | light |

## Fonts

- Roboto — asset _(google)_
- -apple-system — asset _(system)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idLZe8EFrx/w/1479/h/708/id3VAAhbIx.jpeg?c=1bxid64Mup7aczewSAYMX&t=1775614898518)

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_Source: <https://brandfetch.com/soleraam.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._