WorthNet Partner Advisers: Tax Strategies
Learn Strategies to Help Maximize Wealth and Minimize Taxes with Socha Capital Wealth Strategies
Socha Capital Wealth Strategies provides tailored financial strategies for high-earners in the professional and entrepreneurial ranks, combining advanced tax planning, capital management, and risk mitigation into a long-term game plan. Designed to help clients optimize their personal cash flow, seek greater returns on their investments, and keep what they make, the goal is a self-assuring sense of financial security – what Socha Capital Wealth Strategies refers to as the “Freedom Threshold.”
About Socha Capital Wealth Strategies
Working to Turn Your Tax Liabilities into Profit Centers
Socha Capital Wealth Strategies specializes in the advanced financial strategies often utilized by high-earning professionals, including business owners, doctors, attorneys, and high-net-worth families. The firm’s sophisticated approach combines tax planning, capital optimization, risk mitigation, cash-flow management, and legal planning to create a cohesive framework designed to support the growth and preservation of wealth.
Founded in 2021 by CEO Jeff Socha following his exit from Ark Financial, the firm is built on decades of experience and innovative strategies. Industrywide, we believe Jeff’s charisma, ability to energize audiences, and inspirational messages have made him a well-known professional and frequent speaker at entrepreneurial events. Inside Socha Capital Wealth Strategies, his dynamic leadership, passion for identifying a client’s “real” goals, and ability to customize investment plans have created a niche for the firm in working with those he describes as “high-performance seeking” investors.
With more than $1 billion under advisement,* Socha Capital Wealth Strategies’ client mission is to build wealth, cut taxes, and identify unseen risk points – an approach that seeks to align every aspect of a client’s financial plan with their most important long-term goals.
Meet the Team
Innovative Wealth Solutions for High-Earning Professionals
Jeff E. Socha
Tax Innovator, Financial Strategist
As CEO of the company that bears his name, Jeff Socha focuses on tax-optimization strategies for entrepreneurs and business owners who make more than $1 million annually. With a passion triggered by his years in the family business, Jeff understands how important it is for clients to build wealth, avoid frequently missed risks, and protect wealth for future generations. A graduate of Texas A&M University, he completed Harvard Business School’s General Management and Leading Professional Service Firms programs. A nationally recognized financial expert, Jeff has appeared on Yahoo Finance* and other national media outlets. As the creator of the “Financial Freedom Threshold,” he aims to show entrepreneurs the most compelling ways to help reduce taxes, build wealth, and achieve financial independence.
Wes J. Leftwich, CFP®, AIF®, CEPA®, MSFP
Financial Architect, Exit Strategist
Wes, Senior Financial Planner at Socha Capital Wealth Strategies, specializes in simplifying financial complexities for entrepreneurs and high-net-worth individuals. With nearly a decade of experience, he combines deep analytical planning with an unwavering commitment to client advocacy. One of his core strengths lies in simplifying entrepreneurs' lives by seamlessly coordinating their tax, legal, insurance, and investment planning. A graduate of the University of Missouri with a Master’s degree in Personal Financial Planning, Wes is a Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary (AIF®), and Certified Exit Planning Advisor (CEPA®). His experience in strategic planning, along with his dedication to continuous improvement, seeks to help clients achieve long-term financial success and a greater sense of financial wellbeing.