Wisdom in Wealth
Sophos Wealth Management is a Fee Only Registered Investment Advisor in Bellevue, Washington providing comprehensive wealth management services.
Services
Investment Management
We utilize a disciplined, process driven, value investment approach that provides an individualized portfolio tailored to your individual goals and needs.
We focus on maximizing absolute returns and seek to be flexible in our asset allocation depending on a Client’s goals and risk tolerance as well as current valuations of various asset classes and the overall market environment.
Financial Planning
As a comprehensive wealth management firm, Sophos Wealth Management can help you with all aspects of your financial life.
We provide customized strategies in tax planning and review, estate planning, retirement planning, cash flow optimization, equity compensation, charitable giving, and risk management. By reviewing your comprehensive financial situation we seek to provide a plan that can adapt and grow with you as you focus on achieving your goals.
- Preparing for Social Security Retirement BenefitsFinancial Planning for Social Security Retirement Benefits Social Security Retirement Benefits can be surprisingly complex. There are tons of different factors and situations that can impact your decision on when to collect social security. Each person’s situation is unique depending… Read More »Preparing for Social Security Retirement Benefits
- Microsoft Employee Stock Purchase Plan (ESPP)
Microsoft’s Employee Stock Purchase Plan (ESPP) is a great perk. Employee’s receive a 10% discount on Microsoft stock, which essentially means you can get free money! An ESPP is a company sponsored benefit program that allows employees to purchase stock… Read More »Microsoft Employee Stock Purchase Plan (ESPP) - Best Ways to Save for College
Kids just returned to school and parents everywhere rejoiced. The kick off to the school year presents a good opportunity to plan for future college expenses. What’s the best way to support your loved ones’ future education? Best Overall Option:… Read More »Best Ways to Save for College
Contact us at info@sophos.com or (425) 954-6365 for your free initial consultation today.
Sophos Wealth Management, LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.