Wisdom in Wealth
Sophos Wealth Management is a Fee Only Registered Investment Advisor in Woodinville, Washington providing comprehensive wealth management services.
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.
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.
- How to Find the Best Woodinville Financial Advisor for Your NeedsI’m Scott Caufield, CFA, CPA, and the founder of Sophos Wealth Management. As a fee-only financial advisor in Woodinville, WA, I understand the importance of choosing the right financial advisor to help you achieve your financial goals. It can be… Read More »How to Find the Best Woodinville Financial Advisor for Your Needs
- How to Manage Your Microsoft RSUs: A Guide for EmployeesIf you work for Microsoft, chances are you receive a large portion of your total compensation in the form of Restricted Stock Units (RSUs). The higher your level at Microsoft, the greater RSUs will factor into your total compensation. While… Read More »How to Manage Your Microsoft RSUs: A Guide for Employees
- How to Manage Your Amazon RSUs: A Guide for EmployeesIf you work for Amazon, chances are you receive a large portion of your total compensation in the form of Restricted Stock Units (RSUs). While RSUs can be a great way to grow your wealth, they also come with some… Read More »How to Manage Your Amazon RSUs: A Guide for Employees
Contact us at email@example.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.