Soteris Private Wealth has launched an independent advisory firm focused on delivering disciplined planning and objective advice to help individuals and families preserve wealth, live with confidence and shape an enduring legacy.
The name “Soteris” — derived from an ancient Greek word meaning “preservation” — reflects the firm’s commitment to helping clients safeguard their wealth and strengthen their financial foundations for the future.
The firm is led by co-founders and managing partners Joshua Erickson and Rob Montierth. Prior to founding Soteris, the partners managed a practice at Merrill Lynch in Walnut Creek, Calif., where they served more than 100 families and oversaw approximately $800 million in assets under management, with a focus on comprehensive financial planning and retirement strategies.
Erickson brings more than 20 years of financial and investment experience and is a Certified Financial Planner professional, Certified Private Wea
