Sozo Private Wealth
Sozo Private Wealth
Sozo enables families to dream, define and experience life on purpose.
Services Offered
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Clients who would be a good fit
Clients who want to work with an advisor and are open to advice. If they want to self-manage, we are probably not a great fit.
Clients who wouldNOTbe a good fit
Clients who do not want to take advice or pay fees.
Hire a Top-Tier Accountant and Financial Advisor.
Advisor by Service
Accountants by Service
