Founder & CEO of WELLTH® · Strategic Wealth Architect · Tax Strategist
Building Wealth with Wisdom. Leading with Heart. Leaving a Legacy of Faith.
I am Socorro Coquioco. Strategic Wealth Architect and Tax Strategist. I help established business owners build tax-efficient structures, design entity architecture forward, and turn revenue into wealth they actually keep.
With 25+ years of strategy work and 300+ workshops delivered, I have learned that most business owners meet their CPA only at tax time, after the year has closed. WELLTH works with you year-round.
“We educate. You decide. Your licensed professionals execute.”
— Socorro Coquioco, Founder of WELLTH®
We design the systems and structures. We do not carry the weight. Your CPA files. Your attorney handles the law. WELLTH architects the strategy that ties it all together.
Proactive planning, not reactive scrambling. We work ahead of tax season so you're never caught off guard.
You'll understand every strategy, every decision, and every number. No jargon. No mystery.
We coordinate with your CPA, EA, and attorney so everyone is aligned and working toward your goals.
Treasurer, Filipino American Chamber of Commerce, Sacramento
Co-Director, Multi-Cultural Family Matters, founded 1994
Co-Partner, Family Impact Network
Every interaction should leave you better than you arrived. Let's have a conversation.
