Built in Seattle. Designed for the lives our clients actually lead.
Souza Wealth Management is an independent advisory practice rooted in the Pacific Northwest and serving clients nationwide. Our work centers on coordinating wealth management and tax planning so that the after-tax outcome — not the brochure return — drives every recommendation.
Albert Souza, CFP®
Founder & Wealth Advisor
Al founded Souza Wealth Management after 17+ years guiding individuals and families through the moments that shape lasting wealth — selling a business, retiring early, navigating an inheritance, or simply being honest about the tax bill that's quietly compounding in the background.
He holds the CERTIFIED FINANCIAL PLANNER™ certification and works with each client as a fiduciary. Advisory services are offered through Compass Financial Management, an SEC-Registered Investment Advisor.
Outside the office, Al is happiest somewhere in the Cascades with his family, a fly rod, or both.
Life beyond the spreadsheet.
When Al isn't sitting across from a client, he's usually somewhere outside — hiking with his family, chasing trout in the Cascades, or getting talked into one more scenic overlook.
It's not incidental. The people we plan for are building something they want to enjoy — and we think their advisor should know what that looks like.
Tax-aware by default
Every portfolio decision is measured against the after-tax outcome. Tax planning isn't a side service — it's how we manage money.
Independent & fiduciary
We have no proprietary products to sell. Our recommendations are accountable only to your plan.
Long-horizon, evidence-based
Disciplined portfolios grounded in academic research, not market timing or product fashion.