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About Sorensen Wealth Management

Who we serve: First-generation wealth creators—business owners and executives—who want their money to power a life of clarity, freedom, and purpose. What makes us different: Traditional advice focuses on the portfolio. We focus on alignment: connecting your wealth with the health of your family, business, and relationships. That identity drives every conversation we have and every plan we build. Our 5-Step SWM Wealth Navigator: CONNECT – A 15-minute call and in-depth Connection Visit to understand what matters most. CLARIFY – Diagnostics + Possibility Session reveals where you stand and what’s possible. COLLABORATE – Our network of tax, legal, and estate specialists integrates every moving piece. ADVANCE – We deliver an Advanced Plan and Vision Meeting that turns insight into a clear roadmap. PROGRESS – Regular reviews keep your plan—and peace of mind—on track. The result: • Less financial noise, more family time • Lower tax drag and better coordination among advisers • Unshakable confidence that work is optional and legacy is intentional Big Idea: We believe you deserve to truly enjoy what you’ve worked so hard to build—and to be reminded that you are your greatest asset, so you’ll be OK whatever the markets do.

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