Wisdom in Wealth

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

Our 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

  • Avoid Permanent Life Insurance
    Permanent Life Insurance is one of my least favorite financial products. It’s an unnecessarily complicated and horribly expensive product that is inappropriate 99% of the time. These policies almost never make financial sense for the consumer.  The gold standard of […]
  • Q1 2022 Investing Climate Update
    Q1 2022 S&P 500 -4.60% Bloomberg US Agg Bond Index  -5.93% Last quarter I warned that 2022 was going to be a challenging environment for markets with fiscal and monetary policy creating headwinds. The market suddenly woke up to that […]
  • Retirement Plans for the Self Employed
    Self-employed and small business owners have a variety of options to help them save for retirement. Fortunately, these options are becoming increasingly less costly and difficult to administer as more brokers and custodians offer options such as a Solo 401(K). […]

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.