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TAX & WEALTH SOLUTIONS

ABOUT
SOPHIC WEALTH

Sophic Wealth specializes in advanced tax mitigation and wealth strategies, helping clients save over $2 billion in taxable income in just the past two years. We employ more than 50 strategies, tailoring each to meet the unique tax mitigation needs of our clients. With over five decades of combined expertise, our team goes beyond traditional approaches—integrating advanced tax optimization, strategic risk assessment, and wealth preservation techniques. Our innovative methodologies empower clients to retain more of their earnings, fostering a lasting financial legacy. At Sophic Wealth, we don’t just offer strategies; we engineer solutions for sustainable prosperity.

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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

2

RETIREMENT & INVESTMENT

SOLUTIONS

401(k) and IRA maximization
Roth conversion strategies
Life insurance structuring
Tax-efficient annuities

3

ADVANCED WEALTH

PROTECTIONS

Charitable giving strategies
Strategic entity structuring
Tax-efficient asset protection
Opportunity Zone investments

SOPHIC PARTNERS

Loren Hollingsworth

President

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

VP of Strategic Relationships

Kirby is a seasoned entrepreneur with over 20 years of experience in market innovation, leadership, and business development. As a top-tier executive, he has led high-impact startup teams across various industries, driving growth, market expansion, and revenue for numerous brands and products.

With a proven ability to forge strategic partnerships and implement consumer-driven go-to-market strategies, Kirby consistently delivers measurable success. His hands-on leadership style and deep market insight allow him to navigate complex challenges and position businesses for long-term growth.

Passionate about mentoring entrepreneurs and fostering innovation, Kirby leverages his expertise to help brands scale effectively in competitive markets. His commitment to excellence and strategic vision continue to drive impactful results across industries.

Joseph Gazzola

VP of Technology

With over 20 years of experience in business development and digital marketing, Joe has been instrumental in launching some of the most iconic brands and companies, including a portfolio of Fortune 100 clients under his guidance.

His deep expertise in advanced technology stacks empowers clients and associates with innovative solutions tailored to their unique needs. Leveraging his extensive knowledge of business development and financial marketing techniques, Joe now focuses on the wealth advisory sector, helping teams of associates enhance their online presence and build stronger, more robust brands. Joe is committed to delivering comprehensive, results-driven strategies that drive growth, efficiency, and long-term success.