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Wisdom in Wealth

Are You Ready to Optimize Your Financial Life?

Sophos Wealth Management is a Fee-Only Registered Investment Advisor in Woodinville, Washington providing comprehensive wealth management 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.

Latest Blog Posts

  • Savings Showdown: CDs vs T-Bills
    Certificates of Deposit (CDs) and Treasury Bills (T-Bills) are two of the most popular savings vehicles for those looking for a safe and reliable way to grow their savings. Both offer a fixed interest rate over a specified time period. … Read more
  • Maximizing Social Security: Take Early or Delay?
    Social Security is one of the most important sources of income for many retirees. What is the best way to maximize your lifetime benefit? Should you take it early and invest it? Delay your benefits to let them grow? The … Read more
  • How Much Should You Have Saved at Age 65?
    For many years, social security considered age 65 full retirement age. It remains the age at which you are eligible for Medicare. Thus, 65 is one of the most common ages at which people begin their retirement.  Retirement is a … Read more

Contact us at 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.