Sozo Private Wealth
Sozo Private Wealth
Sozo enables families to dream, define and experience life on purpose.
People experience Sozo as an outsourced CFO or COO team for the family. Sozo advisors provide support and help streamlining and simplifying leaders’ financial lives, so their current resources and future capacities are purposely working towards the life they desire for the people they love. Our firm learns what is important and then engages with the many important, but rarely urgent, topics that need coordination.
Money is hard to earn, it should never be lazy, it should have a job description, and sometimes we facilitate that effort.
For example, preparing for a liquidity event may seem distant but there are legal, tax and balance sheet implications that can be more effectively addressed prior to the point of transaction or signing an LOI.
People experience Sozo as an outsourced CFO or COO team for the family. Sozo advisors provide support and help streamlining and simplifying leaders’ financial lives, so their current resources and future capacities are purposely working towards the life they desire for the people they love. Our firm learns what is important and then engages with the many important, but rarely urgent, topics that need coordination.
Money is hard to earn, it should never be lazy, it should have a job description, and sometimes we facilitate that effort.
For example, preparing for a liquidity event may seem distant but there are legal, tax and balance sheet implications that can be more effectively addressed prior to the point of transaction or signing an LOI.
Minimum Financial Requirements
Annual Income
$500,000
Investable Assets
$500,000
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.2% to 2%
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.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
