Wealth Management Services*

Our professionals work together with financial advisors to meet the wealth management needs of our clients. Together, we provide a carefully crafted approach to cash flow optimization, charitable giving, estate planning, equity compensation, investment management, retirement planning, risk management and taxes.

 

We believe in a comprehensive wealth management approach that utilizes a deep understanding of taxation, and advanced planning techniques combined with a disciplined value investing approach to help our clients achieve their goals.
 

Client Experience

We strive to provide our clients with a virtual family office experience through our collaborative approach to financial planning, investment advisory and tax compliance services. 

 

*Services offered through Sophos Wealth Management, LLC (CRD #313667), a fee only advisor that acts as a fiduciary for clients and 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 transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Financial Advisory

Tax Planning & Strategies

Business Advisory

Accounting & Assurance

Healthcare Consulting

We serve healthcare providers that work in a variety of practice settings. We serve our clients with our comprehensive understanding of the administrative, operational, and financial needs that are specific to the healthcare industry.

 

Our healthcare consulting services include:

  • 340B advisory

  • Managed care contracting assessment

  • Patient experience analysis

  • Practice management advisory

  • Pharmacy benefits review

  • Reimbursement consulting

  • Value-based care analysis

  • Revenue cycle management review

Services

We offer a broad spectrum of tax, accounting and consultation services. Our clientele ranges from private individuals and sole proprietors to partnerships and corporate entities across sectors.

We take into account current tax and business factors and our consulting catalog covers the scope of services in the field of tax consulting.

 

Our tax planning and preparation services include:

  • Corporations
  • Estates and trusts
  • Gift tax planning and charitable gift planning
  • Individuals
  • Not-for-profit organizations

  • Partnerships
  • Tax audits

When it comes to business, your choice of advisors could be one of the most important decisions you make. If you are launching a new concept, perfecting an existing business, or planning your exit strategy, we can help.

 

Who we serve.

We serve business professionals in a wide variety of fields including: architecture, biotechnology, engineering, healthcare, legal services, manufacturing, and software development.

 

Our business advisory services include:

  • Exit planning

  • Liquidity analysis

  • Operational planning and research

  • Process assessments based on kaizen principles

  • Start-up consultation

  • Strategic needs analysis

Accounting is an essential element of operational management control, giving you a meaningful foundation for your business decision processes.

 

Our services include:

  • Accounting setup for new business

  • Cost accounting

  • Economic loss calculations

  • Financial and payroll accounting oversight

  • Forensic accounting

  • Preparation of financial statements and disclosures 

  • Process and controls testing