Clarity for What Matters Most.

Comprehensive financial planning and wealth management for professionals, executives, business owners, and families seeking thoughtful guidance and long-term confidence.

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Guided by Clarity. Grounded in Strategy. Aligned with Purpose.

Comprehensive financial planning, investment management, and wealth advising services for professionals, executives, families, and business owners in Folsom and the greater Sacramento region.

At Solvia Wealth, we help clients organize and simplify their financial lives through personalized planning and thoughtful guidance. Our values-based approach is designed to help you navigate complexity, make informed decisions, and build long-term confidence in your financial future.

Financial Planning

Design a Clear Path Aligned with Your Life & Values

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Generational Wealth Planning

Aligning Legacy with Values for Future Generations

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Investment Management

Investing with Intention, Insight & Discipline

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Protect Your Hard-Earned Wealth

One of the most important ways we provide guidance for our clients is by helping them preserve their wealth. We know that there are no one-size-fits-all answers for wealth management, which is why we offer personalized guidance based on your lifestyle and financial goals. We partner with you to pursue your financial goals.

Feel Valued By A Professional Team

Your financial advisor should provide you with guidance that helps you feel confident. We ensure that you have a comprehensive plan that leaves no area unexplored. You'll get our full attention each time you talk with an advisor.

Set Yourself Up For Succcess

We understand that you rely on professional guidance to steer you in the right direction. Give us a call today to learn more about building the bright future you and your family deserve. Financial independence is possible, especially when you have a solid team supporting you.

Knowledge Leads to Financial Freedom

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Weekly Market Commentary

Thoughtful insight on market news.

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LPL Research

Helpful documents provided by the LPL Research Team.

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Resource Library

Curated articles, videos, and more for a financially savvier you.

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Blog

Updates, Ideas, and Guidance for an Evolving Financial Landscape.

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Meet Our Team

Let's Talk. Take The First Step Here.

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Clarity for What Matters Most.

Guided by Clarity. Grounded in Strategy. Aligned with Purpose.

Financial Planning

Generational Wealth Planning

Investment Management

Protect Your Hard-Earned Wealth

Feel Valued By A Professional Team

Set Yourself Up For Succcess

Knowledge Leads to Financial Freedom

Weekly Market Commentary

LPL Research

Resource Library

Blog

Meet Our Team

Dawn Lopez

Dianna K. Laney, CFP®, ChFC®, CRPC®

Jessica Kiser

Jody Naumovski

Let's Talk. Take The First Step Here.