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Sophos Wealth Management, LLC

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Woodinville, WA
Sophos Wealth Management, LLC

Fee Only Registered Investment Advisor providing comprehensive wealth management services

04/02/2026

New video up that breaks down the massive shifts in Washington State's tax code over the last 5 years:

Schedule a free call: https://calendly.com/sophoswm/intro-callMy retirement planning checklist: https://sophoswm.com/get-your-free-copy-of-my-ultimate-retire...

03/19/2026

Is Washington becoming the next California? In just five years, lawmakers have introduced a capital gains tax, raised the estate tax to the highest rate in the nation, and passed a new 9.9% income tax. The wealthy are already voting with their feet — and if you're a high earner in Washington, now is the time to understand what's changed and what it means for you:

In the last five years, Washington State lawmakers have sent a crystal-clear message to the wealthy: we are coming for you. The so-called “Millionaires Tax”

09/12/2025

Planning for health care costs in retirement is one of the most challenging aspects of financial planning. Health care spending has consistently outpaced overall inflation, and many retirees are caught off guard by how much they'll need to budget for medical expenses.

So how much should you expect to spend on health insurance? What will your out-of-pocket costs be? And how should you plan for the future when health care inflation is so unpredictable?

This guide breaks it all down and provides practical steps to incorporate health care costs into your retirement plan.

How Much Health Care Costs at Age 65

A good starting point comes from Fidelity’s annual research. Fidelity estimates that the average 65-year-old couple today will spend around $12,800 in their first year of retirement, or about $6,400 per person.

Planning for health care costs in retirement is one of the most challenging aspects of financial planning. Health care spending has consistently outpaced overal

06/11/2025

Sophos Wealth Management has been nominated for best Wealth Management Firm in the PNW. Please vote!

You can vote daily 😁

Vote once per day from June 9 through June 27.

05/28/2025

On May 20, 2025, Governor Bob Ferguson signed a sweeping series of tax increases into law to address a projected $16 billion budget shortfall in Washington State. These changes, which span everything from capital gains and estate taxes to sales and gas taxes, will have a broad impact on individuals, business owners, and investors.

Below is a summary of the most significant changes and what they could mean for your financial planning.

Capital Gains Tax Hike (SB 5813)

The capital gains tax on long-term investments over $1 million has increased from 7% to 9.9%, effective retroactively from January 1, 2025. The exemption amount, adjusted annually for inflation, stands at $270,000 for 2024, with the 2025 figure yet to be released. Real estate and retirement accounts remain exempt.

On May 20, 2025, Governor Bob Ferguson signed a sweeping series of tax increases into law to address a projected $16 billion budget shortfall in Washington Stat

04/29/2025

As a business owner in Woodinville, Washington, you have a significant financial advantage that many neighboring businesses don't enjoy: Woodinville does NOT impose a local Business & Occupation (B&O) tax. Unlike businesses in Seattle, Bellevue, and Everett that face additional local taxation, your Woodinville business pays only the state B&O tax—keeping more of your hard-earned revenue available for growth, hiring, or investment.

As a business owner in Woodinville, Washington, you have a significant financial advantage that many neighboring businesses don't enjoy: Woodinville does NOT im

04/25/2024

https://sophoswm.com/should-you-adjust-your-retirement-plans-for-an-expensive-stock-market/

The US stock market is trading at some of the highest valuation levels in history. In this post, we’ll explore whether you should update or adjust your retire

03/19/2024

New video up looking at Amazon's employee benefits in 2024:

Amazon provides its employees with a fairly standard benefits package. Compared to the robust and generous benefits of most large tech employers, Amazon’s be...

02/07/2024

What retirement account will result in the most money for you?

In this post I provide a few examples of differing tax rates to show whether you should choose a Traditional IRA or a Roth IRA:

In this blog post today I want to compare a traditional IRA to a Roth IRA to help you decide what will help you optimize your retirement savings.

01/09/2024

Q4 2023: Market Commentary is out:

2023 was a remarkable year for financial markets and the US economy. We entered the year with high inflation, low expectations for stock returns, and economists

12/19/2023

Everyone hates it. You just received your 8th email reminding you to pick your health insurance plan before your company’s open enrollment period closes. But how do you choose? As you click the link to your online portal and look at the details of each plan, it can seem nearly impossible to distinguish between them. The decision is confusing and overwhelming.

Everyone hates it. You just received your 8th email reminding you to pick your health insurance plan before your company’s open enrollment period closes. But

Address

21619 82nd Avenue SE
Woodinville, WA
98072

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Telephone

+14259546365

Website

https://www.sophoswm.com/

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