TAX & WEALTH GROUP

ABOUT
SOPHIC WEALTH

At Sophic Wealth, we believe financial wisdom transcends basic investment advice. Drawing from our team's collective expertise spanning five decades, we craft personalized strategies that nurture and safeguard your wealth. While others may focus solely on portfolio management, our comprehensive approach integrates advanced tax optimization, strategic risk assessment, and emerging market opportunities. We've developed innovative methodologies that consistently help our clients retain more of their earnings through strategic tax planning and wealth preservation techniques. By serving as your dedicated financial architects, we work to build robust foundations for your prosperity, enabling both immediate growth and enduring generational wealth.

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OUR SERVICES

1

REAL ESTATE & BUSINESS

OPTIMIZATION

1031 exchanges
Cost segregation studies
S-Corp tax advantages
Business expense maximization
QBI deduction strategies

SOPHIC TEAM

Loren Hollingsworth

Founder

Loren is a seasoned financial strategist with over two decades of experience in business consulting and wealth preservation. Loren has developed extensive expertise in guiding financial advisors, CPAs, and attorneys through complex wealth preservation strategies. He specializes in helping executives and business owners optimize their operations and protect their wealth through advanced tax mitigation solutions.

A graduate of George Washington University with degrees in Philosophy, Political Science, and Business, Loren enhanced his diverse educational background through his role as an Executive Consultant at George S. May International Company, where he evaluated and implemented corporate strategies. A frequent keynote speaker at financial conferences and a Million Dollar Round Table Top of the Table qualifier—the organization's highest honor—Loren has helped his network of partners and clients achieve substantial tax savings year after year.

Kirby Sommerfeld

Partner

Kirby Sommerfeld is a seasoned entrepreneur with over 20 years of experience in market innovation, dynamic leadership, and business development. As a top tier executive, he has directed high-impact startup teams across industries that have driven growth, market expansion, and revenue for multiple products and brands. His expertise in putting together unique strategic partnerships and consumer driven go-to-market strategies has consistently delivered measurable results and remarkable success.

Joseph Gazzola

Partner

Joe provides online marketing, social media, SEO, branding, and web dev solutions for property owners, managers, and agencies seeking the tools to stay ahead of the game.

Joe not only understands the residential property industry, but also knows how to market and manage its many aspects.