Welcome to the Sophos Wealth Management channel! I'm Scott Caufield, CPA, CFA, financial advisor and founder of Sophos Wealth Management.
Each week, I'll share valuable insights to help you optimize your financial life through investing, saving, retirement planning, and advanced planning strategies. My goal is to empower you with knowledge to achieve your dreams and financial goals.
Drawing from my firm's value investing approach, I'll cover topics like investing fundamentals, portfolio management, tax optimization, estate planning, equity compensation, charitable giving, risk management, and more. Expect practical tips blended with in-depth analysis.
Subscribe now for a wealth of financial wisdom! And visit SophosWM.com to learn more about our services.
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Sophos Wealth Management, LLC is a Registered Investment Advisor. All content should not be considered financial advice. Please consult appropriate professional advisors before making any financial decisions.