Your Advocates.
Our mission is to help with your financial questions and portfolio management.
Sophia Wealth Strategies | Wealth Management | Northhampton, MA
Tune In
Have you ever sat down and defined your true needs? How do you want to live? What don’t you understand when it comes to your finances? We’ll tune in with you and make a plan that is sensitive to your life and perspective.
Ground into solid financial decisions.
Open up to new possibilities.
Get coordination between all your life advisors.
How We Help
Your life and the world change day-by-day. We get to know what’s most important to you and create targeted investing strategies.
Wealth Planning
Learn which paths can lead to you to toward freedom.
Portfolio Management
Our seasoned team has an eye on things.
Charitable Planning
Give back. We’ll make it work within your bigger picture.
Investing Strategies
Invest in what you believe in. We’ll help align your values and goals.
Our Team
We’re in this business because it’s our favorite way to make an impact.
