Wisdom in Wealth
Sophos Wealth Management is a Fee Only Registered Investment Advisor in Bellevue, 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.
- Q4 2022 Investing Climate UpdateDisciplined value investors look like pessimists, grumps, or old fogeys… until they turn out to be among the few who protected against losses -Howard Marks Entering 2022, I warned that “the combination of extreme valuation and economic headwinds” set the… Read More »Q4 2022 Investing Climate Update
- Washington State Capital Gains Tax UpdateWashington Governor Jay Inslee signed ESSB 5096 into law on May 4, 2021, introducing a 7% tax on the sale of long-term capital assets sold after January 1, 2022. The tax only applies to long term capital gains exceeding $250K… Read More »Washington State Capital Gains Tax Update
- How to Save Money by Bunching Itemized DeductionsLooking to maximize your tax savings? If so, you might be able to benefit from bunching your itemized deductions. Bunching deductions is a way of strategically timing when you pay your expenses to maximize your taxable deductions. How does this… Read More »How to Save Money by Bunching Itemized Deductions
Contact us at firstname.lastname@example.org 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.