Inclusive. Compassionate. Calm. Sophisticated.
Throughout history, Sophia has appeared as an incarnation of wisdom. Today, Sophia Wealth Strategies brings a new approach to money management, offering customized guidance.
Who We Serve
We know how hard it is to trust someone with your money—we promise to take care of yours as we would our own.
I’m retired (or want to be).
Whether you are just retiring or still working towards it, we’ll help you take your next steps and plan long-term.
I’m ready for holistic professional guidance.
Wealth management feels complicated—it can be nervewracking, time-consuming, and doing it yourself can impact performance. You can hire us to make your day-to-day decisions and keep you on track.
I’d like help arranging for my estate.
Making an estate plan involves taking inventory, defining legal directives, choosing beneficiaries, all while navigating state laws and tax implications. Ask us about whether it makes sense for you to get professional guidance.
Awards
Melody A Foti was named a Forbes Top Women Wealth Advisor in 2020, 2021, and 2022.
The Forbes Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2022 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 9,850 Advisors were considered, 1,377 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information
Melody A Foti was named a Forbes Best-in-State Wealth Advisor in 2021,2022.
The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Meet the calm you seek.
Compassion and hard work are at the foundation of our work as your financial advocates. Our women-led team is here to guide you into grounded, clear decisions.
The Team Behind Our Team
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer. Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders.
