Walnut Creek, California, April 20, 2026–(business telegram)–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 a lasting legacy.
The name “Soteris” – derived from an ancient Greek word meaning “protection” – reflects the firm’s commitment to helping clients protect their wealth and strengthen their financial foundation for the future.
The firm is led by co-founders and managing partners Joshua Erickson, CFP®, CPWA®, CPFA™ and Rob Montierth, CFP®, CRPC®, CPFA™. Prior to Soteris, the partners managed a practice at Merrill Lynch in Walnut Creek, where they served over 100 families and oversaw approximately $800 million in assets under management with a focus on comprehensive financial planning and retirement strategies.
Mr. Erickson has over 20 years of financial and investment experience and is a Certified Financial Planner® professional, a Certified Personal Wealth Advisor (CPWA®), and a Certified Plan Fiduciary Advisor® (CPFA™). Mr. Montierth has over 15 years of wealth management experience and is a Certified Financial Planner® professional, a Chartered Retirement Plan Consultant™ (CRPC®), and a Certified Plan Fiduciary Advisor® (CPFA™).
“Our purpose as advisors has always been to make a meaningful difference in clients’ lives and outcomes,” said Joshua Erickson. “As an independent firm, we now have the freedom to fully pursue that purpose – helping clients reduce complexity, make thoughtful decisions, and ensure their wealth supports what matters most.”
Soteris Private Wealth combines deep, personalized planning with a rigorous ownership process and a full suite of wealth management services, including financial and retirement planning, investment management, tax planning and strategies, risk and insurance solutions, estate and trust planning and philanthropic services.
“We believe wealth should be protected, nurtured and aligned with each client’s values and goals,” said Rob Montierth. “By serving as the central advisor, we take a disciplined and deliberate approach – coordinating all aspects of a client’s financial life so everything works together more effectively.”
Soteris Private Wealth is powered by Sanctuary Wealth, an industry-leading platform for independent advisors offering technology, infrastructure support, investment vehicles and unique opportunities. The company has chosen BNY Pershing as its custodian, reinforcing its commitment to safeguarding client assets.
