Jonathan Solo

Jon Solo has built his career advising high-net-worth families and business owners, with a focus on helping them navigate the complexity that comes with significant wealth. His experience centers on protecting client wealth, managing risk, and bringing thoughtful, strategic judgment to the tax, estate, and investment decisions that shape long-term financial outcomes.

He has successfully grown Live Oak Wealth Management into a wealth management firm serving affluent clients with complex financial needs. Through that work, he has developed deep experience helping clients address the issues that often become more important as wealth grows, including tax planning, trust and estate planning coordination, risk management, and aligning investment decisions with each family's objectives, priorities, and long-term goals.

Jon also specializes in the development of algorithmic and AI-driven quantitative trading strategies and possesses deep knowledge of the digital asset space. His technical background gives him an investment perspective grounded in disciplined risk management and informed by emerging technologies, while his use of AI and collaboration with leading outside tax and estate specialists helps clients bring order to complexity with greater insight, efficiency, and coordination.

Prior to starting Live Oak Wealth Advisory Group in October 2010, he served as a financial advisor with RBC Wealth Management beginning in October 2007. He also spent the early part of his career in the Information Risk Management group of KPMG, where he developed a strong foundation in risk management and the importance of evaluating issues carefully and addressing risk from multiple angles.

He holds a Bachelor of Computer Science from the University of North Carolina at Charlotte. Outside of his professional work, Jon enjoys traveling and spending time with his family. He is also committed to supporting charitable organizations dedicated to helping at-risk children.