Business Details
Your Trusted Financial Partner in Granite Bay, CA
Solera Asset Managers was founded on the principle that true wealth is rooted in freedom and the preservation of legacy. Our team approaches financial planning with a holistic philosophy, recognizing that every client's well-being is shaped by interconnected financial decisions. We specialize in creating personalized strategies that blend asset management, risk mitigation, and tax-efficient solutions to build and protect wealth. With decades of combined experience in the financial services industry, our advisors have served families, business owners, and retirees through evolving market conditions.Our partnerships with leading institutions like Fidelity Investments and Charles Schwab provide clients access to robust tools and custodial services. We prioritize transparency, client education, and long-term relationships, ensuring our strategies adapt as life circumstances change. Our commitment to excellence is reflected in our fractional blended investment process, which balances growth opportunities with prudent risk management. Headquartered in Granite Bay, California, we serve clients nationwide while maintaining a local focus on personalized service.
Services
Financial Planning
Retirement Planning
Estate Planning
Risk Management
Investment Management
Insurance Solutions
Tax Strategies
Wealth Preservation
Legacy Planning
Medicare Planning
Highlights and features
- We offer personalized financial strategies tailored to your unique needs.
- Our team combines asset and risk management for comprehensive solutions.
- We utilize partnerships with leading financial institutions for robust portfolio management.
- Our holistic approach addresses all facets of your financial well-being.
- We prioritize client education and transparent communication.
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve your long-term goals. We analyze income, expenses, investments, and risk tolerance to develop strategies that balance growth and security. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Retirement Planning
We design retirement plans that ensure sustainable income throughout your post-career years. Our approach combines tax-efficient withdrawals, portfolio management, and risk mitigation to protect against market volatility and inflation while maintaining liquidity for unexpected needs.
Estate Planning
Our estate planning service safeguards your assets for future generations. We coordinate wills, trusts, and tax strategies to minimize probate costs and maximize inheritance value while aligning with your charitable and family objectives.
Risk Management
We identify and mitigate threats to your financial security through diversified investment strategies and insurance solutions. Our approach protects against market downturns, healthcare costs, and unexpected events while maintaining growth potential.
Investment Management
Our investment management service employs a fractional blended approach to optimize returns. We combine asset allocation, tax-efficient vehicles, and continuous monitoring to align portfolios with your risk profile and financial objectives.
People
Vlad Donets
Managing Director and Founder
Vlad Donets founded Solera with a mission to help families achieve financial security. With experience from a Fortune 100 company, he specializes in serving business owners and high-net-worth individuals while balancing family life with outdoor adventures.
Daryl T. Seaton
Financial Advisor
Daryl T. Seaton brings 13 years of Fortune 100 leadership experience to Solera. He developed our fractional blended portfolio strategy, focusing on risk management while maintaining a client-aligned approach independent of Wall Street influence.
John DeShaw
Financial Advisor
John DeShaw offers 15 years of financial planning expertise, specializing in Medicare solutions. His diverse background includes education, real estate, and document imaging industries, bringing multidisciplinary problem-solving to client retirement strategies.
Slava Palamarchuk
Financial Professional
Slava Palamarchuk provides personalized financial solutions after transitioning from a Fortune 50 banking career. His servant-leader approach focuses on building long-term client relationships while balancing family life and community involvement.
Eddy Volnov
Financial Professional
Eddy Volnov specializes in retiree financial planning, leveraging 10 years of Medicare insurance expertise. He combines healthcare planning with wealth management strategies, drawing from his diverse experiences across five U.S. states to serve clients nationwide.
Questions
What financial services does Solera offer?
We provide comprehensive financial planning, investment management, retirement strategies, estate planning, risk management, and insurance solutions tailored to individual client needs.
How does Solera's blended strategy work?
Our fractional blended approach combines asset management and risk mitigation techniques to create diversified portfolios that balance growth potential with protection against market volatility.
What makes Solera different from other firms?
We focus on holistic financial well-being through personalized strategies, transparent communication, and a client-aligned approach independent of Wall Street influences.
Do you work with out-of-state clients?
Yes, while based in California, we serve clients nationwide through virtual consultations and digital portfolio management tools.
How are investment decisions made?
We analyze your financial goals, risk tolerance, and time horizon to create customized portfolios that are regularly reviewed and adjusted as needed.
Reviews (6)
Nalesh Chandra
Oct 08, 2020
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Slava is an amazing financial specialist who takes time to listen and assist! He has a wealth of knowledge and hands on experience. He is all about relationship building and making his clients his number one priority. He answered all of my questions and I could not be more pleased. I highly recommend him. He is the best in his line of business.
Daily Dose
Feb 06, 2020
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I had the pleasure of meeting Slava about 2 years ago in a networking group. After getting to know Slava, I highly recommend Him for Life Insurance, Disability, & Health Insurance. He has integrity, he does what he says he is going to do, his follow through and follow up is impressive, he is fair, he understands his clients needs, really takes the time to get to know his clients. One of the best things about Slava is his passion for his work. He really cares and it shows through his professionalism and work ethic. Again, I would HIGHLY recommend doing business with Slava, he is one of the best
Andrea Cachua Fruchier
Feb 02, 2020
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Slava Palamanchuk is more than just an excellent wealth strategist; he is a great human being who really understand my family situation and care about our well-being. In him, I have found someone who answers my questions, gives me advice but also is a good friend. I highly recommend him!
Mike Martinelli
Nov 01, 2019
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Thanks, Slava for a positive experience and great meeting yesterday. I sincerely appreciate your approach getting to know me and finding out what's important to me. I could sense you truly put the needs of others first. Great feeling knowing you value helping people develop a plan aligned with their needs and goals.
Joshua Bray
Sep 15, 2019
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Slava helped me take a look at a great life insurance policy to help protect me and my family. Thanks so much for helping me sleep at night.
Casey Fairchild
Jul 10, 2019
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Slava offers great and honest advice for your financial and insurance needs. You can find him and his team in Roseville. He is a family man with a love for helping people.
