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  • Sofka Wealth Management
    159 Crocker Park Blvd. Suite 310 Westlake, OH 44145 O: 440.471.6367
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Cindy's Retirement
4/15/2025
We are deeply grateful for the unwavering support and dedication shown...
Family & Lifestyle
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Read
View
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
What's your number?
7/21/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Potential fiscal impact of the 'One Big Beautiful Bill Act'
Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
Economy & Policy
Read
Threats to the Fed’s independence undermine its credibility
7/18/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Threats to the Fed’s independence undermine its credibility
7/18/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
What the ‘One Big Beautiful Bill Act’ means for your finances
The new legislation likely has implications for all federal tax-filers in the United States.
Tax Planning
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing

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Sofka Wealth Management of Raymond JamesSofka Wealth Management of Raymond James
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  • Sofka Wealth Management
  • 159 Crocker Park Blvd. Suite 310 Westlake, OH 44145
  • O: 440.471.6367
  • Map & Directions
  • Map & Directions

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