the story behind…

4Wealth Marketing

In 2021, Peter brought Sophia into 4Wealth Financial Group, CPA and Advisor firm to lead its marketing efforts. Leveraging her expertise in digital marketing, Sophia implemented strategic social media campaigns, personalized email outreach, and targeted SEO initiatives, significantly contributing to the firm’s client growth and visibility.

Recognizing the potential to expand the 4Wealth brand, Peter and Sophia collaborated to establish 4Wealth Marketing, a new branch focused on delivering comprehensive marketing solutions. Peter, a highly experienced entrepreneur with a track record of building and scaling successful businesses, provided the strategic framework for the venture. Meanwhile, Sophia took the lead on marketing operations, overseeing everything from creative direction to execution and overall strategy. Her practical, results-oriented approach has been instrumental in shaping the agency’s success.

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Today, 4Wealth Marketing serves a diverse client base, including real estate professionals, restaurants, and more. The agency has grown to include a dedicated content specialist and an intern who now manage the marketing efforts for the 4Wealth CPA and Advisor firm, continuing the impactful work Sophia initiated during her tenure.

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  • Since joining 4Wealth in 2021, Sophia has become the driving force behind 4Wealth Marketing. As the face of the brand, she actively connects with clients, promoting the 4Wealth mission and fostering relationships that fuel growth. Armed with a Bachelor’s degree in Digital Marketing and an MBA specializing in Digital Marketing and Project Management, Sophia brings expertise and innovation to every aspect of 4Wealth Marketing.

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  • Peter established 4Wealth to provide comprehensive financial services, including marketing, under one roof, offering personalized attention to each client.

Meet the team

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Alicia Martini

Hayley Beardsley

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Kailey Mohler