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Be Better Prepared For Your Financial Future

We bring proven technology, research-driven solutions and industry best practices to help you get to where you want to be.

Slide
Be Better Prepared For Your Financial Future

We bring proven technology, research-driven solutions and industry best practices to help you get to where you want to be.

( so: ra ) – in Neo-Aramaic is defined as: 

Confidence, Faith and Trust

Earning all three is paramount to what we do

Why Sora Wealth?

At Sora Wealth, we believe wealth management is a journey best undertaken together.  Since life’s pathways often involve twists and turns, we act as a guide to navigate opportunities and challenges – to serve you as a fiduciary and advocate, as well as a companion in brainstorming.  We are eager to listen, walk alongside you, and help you clarify goals and build effective habits.

Most importantly, we position you, the client, at the center of everything we do.

A Full Service, Fee-Only
Financial Planning
& Asset Management Firm

Sora Wealth exists to offer support beyond that of a typical financial advisor, enabling a personalized relationship with a qualified advisor dedicated to your success

Your search for a wealth manager is over.

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Our Process, Your Success

We respect individuality, and begin our work together by getting to know you and your vision.  This prepares us to address unique needs and desires, incorporate Core Principles of Financial Planning, and clarify and implement a plan designed to meet your specific needs.  Our process leading to success involves six steps.

1) Establish Your Goals

4) Develop Your Plan

2) Gather Data

5) Implement Your Plan

3) Analyze Data

6) Monitor Your Plan

1) Establish Your Goals

2) Gather Data

3) Analyze Data

4) Develop Your Plan

5) Implement Your Plan

6) Monitor Your Plan

Using this system, we learn about you and examine your circumstances.  Then in an emerging and collaborative manner, we develop strategies and offer advice to maximize your potential and meet your financial & life goals.

Investment Management Solutions

Our philosophy targets low-cost, globally allocated, strategically diversified investment options tailored to your objectives and risk measures.

We begin by defining your goals and evaluating your assets to determine if they align appropriately.  We also determine the positioning of your assets relative to your risk profile and tolerance.

Over time, and as circumstances change, your goals, risk profile and tolerance will shift.  But through our ongoing partnership, we pledge to work together, recalibrating your assets to any new goals and risk tolerance adjustments.

We believe portfolios adequately aligned to your goals should help you remain committed to long-term plans in times of uncertainty and erratic markets.

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The Financial Services Industry Has Changed Dramatically Over The Years...

Technology has led the way with many changes, and new, remarkable developments will continue to shape the industry in the future.  The potential for relational partnership also promises to intensify, as clients increasingly seek personal, dedicated guidance from a trustworthy professional who…

Deserves trust

Deeply cares about individuals and families

Has a servant’s heart

Shares core value

Provides essential support

Is transparent

Acts reliably

Pledges to be an advocate

Holds others accountable

Collaborates

Adds value to relationships

Looks out for the best interest of others

Shares honestly (even if the truth is hard to hear)

Approaches work with passion

Gets things done

Helps others talk through ideas, obstacles, and challenges

Upholds impartiality and does what is right

Deserves trust

Deeply cares about individuals and families

Has a servant’s heart

Shares core value

Provides essential support

Is transparent

Acts reliably

Pledges to be an advocate

Holds others accountable

Collaborates

Adds value to relationships

Looks out for the best interest of others

Shares honestly (even if the truth is hard to hear)

Approaches work with passion

Gets things done

Helps others talk through ideas, obstacles, and challenges

Upholds impartiality and does what is right

You can expect your Sora Wealth advisor to exhibit these qualities!

Our Commitment & Mission

“Sora” translates into a profound concept reaching beyond a single English word to collectively represent confidence, faith, and trust.  Our mission is one of resolve to earn these responses by doing what we say we will do as a dedicated guide, advocate, and fiduciary.

Also, in uncertain times involving variable markets, we promise to remain consistently by your side both in obvious and intangible ways.  This can prove invaluable, perhaps especially in managing investor emotions and behavior.

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