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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
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Read
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
AI in digital advertising
The fine line between friend and foe.
Technology & Innovation
Read
Political noise continued to dominate headlines in May
6/2/2025
Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.
Markets & Investing
Read
How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology & Innovation
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

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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