Comprehensive Planning — Personally Delivered
FromSovereignToHigh-net-worth families & individuals who think in decades
Open Your Plan Open Your Plan
Private Counsel · Virginia & D.C.
Why Choose Sovereign Wealth Management
We Deliver Financial
Results You Deserve
Fast Response
Time
Flexible Meet-up
Locations
Certified Wealth
Management Consultancy
Welcome to Sovereign Wealth Management
Sovereign Wealth Management provides comprehensive financial planning and investment management services for clients across the DC metro area. Our roots go back to the 1980s, when one of the region’s first Certified Financial Planner practitioners opened her doors for business.
We built Sovereign around the best of what our founder and CEO, Gary Korolev, learned at some of America’s most respected financial firms — without the bureaucracy of large institutions.
The result is a client experience defined by professionalism, respect, and genuine responsiveness. Whether you are a high-net-worth individual, a family, or a business owner, you can expect to feel truly valued — and confident that your financial future is in capable hands.
Schedule Your Comprehensive Portfolio Review
Meet Our Principal
Gary Korolev has used his 22 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients' Investment Management, Risk Management, Estate Planning and Retirement Planning needs. His practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. He has a Bachelor's Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds Securities Licensing (Series 65), as well the Life, Health and Variable Annuity licenses.
Learn More About Our Dedicated Team →The Minds Behind Your Wealth
Alaina George
Serves as a critical liaison between clients and the Wealth Manager, delivering highly dependable, analytical, and personalized client relationship support.
Svitlana Korolev
Oversees client onboarding, account administration and CRM records, ensuring accurate and timely information flow between clients, custodians and the Wealth Manager.
Katya Moore
Directs strategic communications, media relations and public positioning across B2B and B2C channels. Holds a Master's in Government from Harvard Extension School and a Master's in Strategic Public Relations from GWU.
Yash Thakkar, J.D., CPA
Focuses on asset protection, business advisory, and complex tax compliance. Founding Partner at Ascent CPA Group, LLC.
Strategic Partners, Technology Platforms & Financial Service Solutions
Sovereign Wealth
Management
Services
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.