Sozo is a Greek word that means to save, protect, or deliver
We believe that if we can help clients save a strong balance sheet and protect them from risk then we can deliver a simplified, purposeful experience of financial security.
We believe that stewarding what you have for yourself and who you love offers the highest probability path to living with financial satisfaction and minimizing financial regret.
Our Team
Our team has adopted the motto “leveraging our lives for the lives of others.”
Each of us are happy to share how we live that principle in service for our clients.
Who We Serve
Many of the families we serve have professional lives in the following areas:
- Business owners
- Franchise owners
- Athletes
- Performance compensated leaders
- Preparing for passive income (sometimes called retirement!)
Our team is award-winning
We are honored to be recognized as a top-rated wealth management team by Forbes, and Justin Neal has earned accolades as a top wealth advisor from both Forbes and Advisor Hub. Justin has been recognized as a Forbes Best-In-State Wealth Advisor in 2022, 2023, 2024 and 2025.
Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/24. Forbes "Best-in-State Wealth Advisors" list (April 2022,2023,2024,2025), research and ranking provided by SHOOK Research, LLC. Based upon data as of June 30th of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.