Our Services

Financial Planning

Financial planning is more than just budgeting or saving for retirement – it’s about creating a plan that aligns with your life and aspirations. At Socius Wealth, our advisors take time to get to know you and your goals well. We work with you to craft a personalized financial plan that takes into account your current situation, future goals, and the range of options available to guide your wealth journey. We’ll help make the process simple for you.


Let’s face it: Life is unpredictable! Rest assured that our team is here for you. We’ll ensure you’re prepared for whatever comes your way. At Socius Wealth, our insurance services include life insurance, disability insurance, and long-term care. These offerings are all designed to protect your income and provide financial flexibility.  And best of all, they serve as a pathway to safeguarding something especially precioius: your family’s future.

Product solutions and retirement strategies

The financial landscape can be complex and daunting. Our advisors aim to simplify the process, guiding you through smart product solutions irrespective of market conditions. Our retirement strategies focus on wealth management and offer exclusive market commentary, ensuring you have a well-rounded understanding and are confident about your financial future.

Wealth management

Wealth management at Socius Wealth is not just about growing your assets – it’s about strategically managing them to meet your long-term objectives. We focus on providing a judicious balance of growth, protection, and income throughout your retirement. We understand that growing your wealth is about creating not only stability but also increasing the options available to you and your loved ones. Our focus is on aligning these services with your vision.

retirement strategies

You’ve worked hard and you deserve to enjoy your retirement to the fullest with the ones you love the most. That’s why we offer exclusive strategies that serve to give you a robust retirement. Our specialty lies in providing annuity contracts and proprietary strategies that help ensure a steady income throughout your retirement. This specialized service gives you the confidence of not outliving your resources and maintaining your lifestyle as you age.

Education and support

Finance can be confusing, but we’re here to guide you and empower you so that it feels far less complicated. You can expect jargon-free conversations when you work with us because we want you to always understand every aspect of your financial situation. a judgment-free environment, and answers to all your financial queries. We help you identify financial blind spots that are easy to miss. We’ll provide ways to address them, empowering you to make informed financial decisions.

How We’ll Help Your Wealth Journey

Team wealth planning meeting

Meet your advisor

We’ll learn about your current financial journey and determine your short-term and long-term goals.  We’ll use this information to create an end-to-end strategy that focuses on reaching those goals on your terms.

Create your customized wealth journey

We’ll map out a full strategy that takes into account your established goals. We’ll explain it all without complicated jargon and make sure you are totally comfortable with our next steps.

Update your plans

We’ll revisit your plan to ensure it still works for your current and future needs. As you experience inevitable changes in your life, we’ll make sure your plan reflects that so that you are still moving toward your goals.

Take the first step toward a secure financial future

Experience financial growth and security with Socius Wealth Management. Our expert team is dedicated to crafting tailored strategies that align with your unique goals.

Reach out to us to schedule a consultation with one of our helpful team of advisors. 

Let Socius Wealth help you plan a bright future!

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