Merrill Lynch Team Launches Soteris Private Wealth

Soteris Private Wealth has launched an independent advisory firm focused on delivering disciplined planning and objective advice.

The firm is led by Co-founders and Managing Partners Joshua Erickson, and Rob Montierth. Prior to Soteris, the partners managed a practice at Merrill Lynch in Walnut Creek, California, 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.

“Our purpose as advisors has always been to make a meaningful difference in the lives and outcomes of clients,” said Erickson. “As an independent firm, we now have the freedom to fully deliver on that purpose – helping clients reduce complexity, make thoughtful decisions, and ensure their wealth supports what matters most.”

Soteris Private Wealth is supported by Sanctuary Wealth. The firm has selected BNY Pershing as its custodian, reinforcing its commitment to safeguarding client assets.