Leadership
Sophia is a gathering place for thought leaders and business professionals who want to connect with each other to support and enhance their professional expertise and leadership reach. Networking events, social value discussions and brainstorming groups frequently use the Sophia space to gather. A wide variety of groups meet to look at issues from social responsibility to health and wellness to negotiation to spirituality in the workplace.
We are always exploring uncharted territory and interacting with those who are at the top of their fields. Promoting the success of our clients and colleagues by getting them connected to high caliber peers is an enjoyable aspect of our work. Mentorship around issues of financial empowerment, success and values is a role we cherish.
Our Expertise
We are expert financial advisors, educators, speakers and listeners which translate into the design of our strategies. Learn More
The Sophia Way
We take the time to understand your concerns and priorities.
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