4Wealth Marketing About
THE STORY BEHIND 4Wealth Marketing

Our Story

EVERY GREAT SHOT STARTS LONG BEFORE YOU PRESS THE SHUTTER.

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, 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.

TODAY 4WEALTH MARKETING SERVES A DIVERSE CLIENT BASE, INCLUDING REAL ESTATE PROFESSIONALS, RESTAURANTS, AND MORE.

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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.

THE PEOPLE BEHIND 4Wealth

Founders & Team

Sophia
SOPHIA Davis-Trifunovic MBA
Peter
PETER Recchia CPA, AIF
Our Team
Alicia
ALICIA Martini Digital Marketing Director
Lauren
LAUREN Shook Marketing Intern
Victoria
VICTORIA Colmenares Software Engineer Intern