Our Firm

Joseph Solomon is the owner of Joseph Solomon and Company and a Investment Advisory Representative of Level Four Advisory Services a fully comprehensive financial services company serving California residents for over 20 years. The firm is supported by a national team of professionals.

 We begin our investment management process with a thorough understanding of your specific investment objectives. After examining your current needs and future goals,  we analyze your existing financial situation and develop a strategy that is tailored to your specific needs. Our investment strategy is based on diversification and asset allocation of investments with the goal to enhance return potential and minimize risk in a constantly fluctuating market.*

In a rapidly changing economic climate it becomes critical that one evaluates the impact of inflation, world markets, economic cycles, socioeconomic changes and new tax laws.We consider additional factors such as your tax brackets, risk tolerance, time horizon and personal and family issues.

We are big believers in the team philosophy to help you pursue your financial goals and dreams.  As members of the same team we will work with you to develop & design your unique investment portfolio. After we implement the strategy our job is to monitor it on a continuous basis and rebalance the portfolio to stay in line with your objectives.

There are four objectives we try to accomplish for our clients: We show them ways to help
 

create, accumulate and conserve wealth
manage and minimize taxes
protect their assets from probate, creditors, nursing home costs & Medi-Cal seizures
pass assets on safely and privately to their beneficiaries, charities, temples & church

We provide monthly and quarterly reports and meet with clients frequently to keep you updated on the progress of your portfolio.

We consider wealth building and estate planning a time to touch the soul and reveal your values and virtues to each successive generation.

*An asset allocation or diversification strategy cannot guarantee a profit or protection from loss.

"Man wants to know that his life has somehow counted, if not for himself then at least in the larger scheme of things that it has left a trace, a trace that has meaning. And in order for anything once alive to have meaning, its effects must remain alive in eternity some way.” Ernest Becker