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( 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.
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.
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.
