Comprehensive Planning — Personally Delivered
FromSovereignToHigh-net-worth families & individuals who think in decades
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Private Counsel · Virginia & D.C.
Why Choose Sovereign Wealth Management
We Deliver Results
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Welcome to Sovereign Wealth Management
Sovereign Wealth Management is a private practice for families and individuals who think in decades. Our roots go back to the 1980s, when one of the first Certified Financial Planner practitioners in the DC metro area opened her doors. Four decades later, our promise is unchanged: advice that is personal, candid and built to last.
Today the firm is led by Gary Korolev, CFA®, who spent 22 years with some of America’s most respected financial firms — and built Sovereign to keep their discipline while leaving the bureaucracy behind.
Every plan is written for one client — an individual or a family. Investments, taxes, insurance, estate and retirement come together in a single strategy, coordinated with your attorney and CPA. You always know who is working on your behalf — and your plan is delivered in person.
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Meet Our Principal
For 22 years, Gary Korolev has worked as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab. At Sovereign, he brings that experience to a focused circle of clients — high-net-worth individuals, families and business owners whose needs reach far beyond an investment portfolio. His practice unites investment management, risk management, estate and retirement planning in one strategy, coordinated with each client’s attorneys and accountants. Gary holds a Bachelor’s degree in Finance from the University of Florida, the Chartered Financial Analyst® designation, Series 65 securities licensing, and Life, Health and Variable Annuity licenses.
The Minds Behind Your Wealth
Alaina George
The clients’ direct line to the Wealth Manager: organized, analytical, highly dependable.
Svitlana Korolev
Oversees client onboarding, account administration, CRM records and custodian paperwork.
Katya Moore
Leads communications and media relations. Harvard ALM in Government, GWU Master’s in PR.
Yash Thakkar, J.D., CPA
Asset protection, business advisory and tax planning. Founding Partner, Ascent CPA Group.
Strategic Partners, Technology Platforms & Financial Service Solutions
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Disclaimer & Business Continuity Plan
Sovereign Wealth Management, LLC ("Adviser") has adopted a Business Continuity Plan ("BCP") pursuant to the Investment Advisers Act and the rules and guidance of the U.S. Securities and Exchange Commission ("SEC") and/or the laws of Virginia where the Adviser is registered. The purpose of the BCP is to define the strategies and plans that will be used by Adviser during a significant business disruption ("SBD"). The BCP is prepared to address both internal SBDs, such as a fire in Adviser's building, and external SBDs, such as a natural disaster, terrorist attack, or citywide power disruption.
Our Business Continuity PlanIn the event of an SBD, Adviser will safeguard employee lives and firm property. Adviser will work to re-establish the systems necessary to quickly recover and resume operations, protect Adviser's books and records and allow Adviser's customers to transact business to the extent reasonable and practical under the circumstances. Adviser's BCP addresses: alternate office locations, customer access to funds and securities, financial and operational assessments, data backup and recovery, critical systems, alternative communications with customers, employees, and regulators, and critical business constituents.
Contacting Adviser and Accessing Funds and SecuritiesIf you are not able to contact Adviser through our regular telephone number, please contact us by email at info@sovereign.global. For questions relating directly to accessing your funds and securities, please contact your custodian, Interactive Brokers, Charles Schwab or BitGo.
Varying DisruptionsSBDs can vary in their scope, from only our firm's office, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. During a SBD, the Adviser will continue to do business but the ability of Adviser to fully function will be dependent on outside sources outside of its control, including the availability of electricity, telephones, Internet, transportation, and the functioning of institutions and markets worldwide. Nothing in Adviser's BCP or this disclosure statement is intended to provide a guarantee or warranty regarding the actions or performance of Adviser.
Additional InformationIf you have questions about our business continuity planning, please contact us at 703-713-2954 or info@sovereign.global.