Tax-smart wealth, built for what comes next.
We work with high-net-worth families, business owners, and pre-liquidity clients to coordinate wealth management with forward-looking tax strategy — so the next chapter is on your terms.
A practice shaped by complex lives, not generic templates.
Albert Souza, CFP®, founded Souza Wealth Management in Seattle to serve clients whose financial picture has outgrown the one-size-fits-all model — families with concentrated wealth, business owners approaching a liquidity event, and pre-retirees navigating tax-sensitive transitions.
- High-net-worth families
- Business owners
- Pre-liquidity clients
- Retirees & pre-retirees
Wealth management and tax planning, coordinated as one practice.
Wealth Management
Disciplined, evidence-based portfolios tailored to your goals, time horizon, and tax picture. Coordinated across every account.
Learn moreTax Planning
Multi-year, forward-looking tax strategy — Roth conversions, gain harvesting, charitable structures, and pre-liquidity planning.
Learn moreFinancial Planning
A living plan that maps cash flow, retirement income, insurance, and risk — updated as life and markets evolve.
Learn moreEstate Planning
Coordinated with your attorney to align trusts, beneficiaries, and gifting strategy with what you want to leave behind.
Learn more
"The biggest leak in most plans isn't the market. It's the tax bill."
I started Souza Wealth Management to give families and business owners a planner who treats tax strategy as part of the portfolio — not an afterthought handed off in April. Every decision we make is measured against the after-tax outcome that matters to you.
— Albert Souza, CFP®
Read more about Al
A Deferred Sales Trust desk for your sellers.
When tax friction stalls a deal, we step in with a pre-vetted DST framework, tax counsel coordination, and a clear seller experience — so transactions close and clients keep more.
Explore the broker resourceLet's see what a tax-aware plan would actually do for you.
A 30-minute conversation, no obligation. We'll walk through where you are and whether we're the right fit.
Schedule with Al