About

Hi, I'm Scott Caufield, CPA, CFA, financial advisor, and founder of Sophos Wealth Management, LLC. 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. Subscribe now for a wealth of financial wisdom! And visit SophosWM.com to learn more about our services. --- Sophos Wealth Management, LLC is a Registered Investment Advisor located in Woodinville, Washington. All content is educational and should not be considered financial advice. Please consult appropriate tax, legal, or financial professionals before making any financial decisions.

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