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Welcome to the Sophos Wealth Management Blog

Welcome to the blog of Sophos Wealth Management, LLC. Over time we’ll explore topics in estate planning, taxes, retirement, college savings, investment management, and more. We’ll also share periodic updates on the market environment and investing opportunities that drive our asset allocation.

Hopefully this blog will give you a flavor of our thinking and processes in managing wealth. 

If you have any questions or topics you’d like to discuss please feel free to get in touch. Thanks for your interest,

Scott Caufield, CFA, CPA