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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.

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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.