Financial & Wealth Management Services
Insurance & Estate Planning
Why Choose Sovereign Wealth Management
We Deliver Financial Results You Deserve
Fast Response Time
Flexible Meet-up Locations
Trusted Wealth Management & Support Staff
Call us at: (703) 713-2954
Welcome to Sovereign Wealth Management
Sovereign Wealth Management is a provider of comprehensive financial planning and investment management services, headquartered in DC metro area. Our company has roots dating all the way back to the 1980s when one of the first Certified Financial Planner Practitioners in the Area opened her doors for business.
We founded Sovereign with the goal of taking the best of what our founder and CEO Gary Korolev learned while working for some of America's biggest and most respected Financial Firms and eliminating the bureaucracy present at large companies with thousands of employees.
The result is a client experience of professionalism, respect, and responsiveness with a personal touch. Whether they are High Net Worth Individuals, Families, or Business Owners, our clients feel truly valued, as well as confident that their financial future is secure as can be.
Meet Sovereign's Wealth Management Team
Gary Korolev has used his 15 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 the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses.
Gary Korolev, CFA®
Alaina plays an integral role in the client relationship and is vital to Sovereign Wealth Management’s success. She serves as a critical liaison between the clients and the Wealth Manager, providing exceptional customer service. Ms. George is organized, analytical, and highly dependable. She goes above and beyond the call of duty to make sure the client is best served. Alaina graduated from the George Washington University in Washington, D.C., earning a Bachelor of Arts in International Affairs, minoring in History, with concentrations in Security Policy and the Middle East from the nationally ranked Elliott School of International Affairs. Ms. George is currently studying for her General Securities Representative Licenses (Series 7) and plans to get licensed in the upcoming year.
Svitlana works closely with clients by managing their account details, and the flow of information between them and Sovereign Wealth Management. Her perfect mix of warmth, attention to client needs, and competence make her an invaluable part of the team. Svitlana has a Bachelor degree in English from Drohobych State University in Ukraine. She and her husband Gary Korolev live in Northern Virginia with their two children and every chance they get, they spend time outdoors and traveling.
Client Service Associate
Katya plays an integral role between Sovereign’s top-management and target audience/public- at-large by disseminating information about the company's expertise and services via several B2C, B2B channels, and implying best PR practices that serve the success of the organization.
She contributes as a policy fellow at the New York Center for Foreign Policy Affairs. Since 2021 she is a member of the National Press Club as a communicator. For more than ten years, she worked as an international business journalist. During her journalism work in DC, she participated in the World Bank/IMF meetings, CERA Week, and other major business events.
Yash focuses his practice on providing accounting, asset protection, business consultation, financial planning, domestic and international tax compliance and planning services to various individuals, businesses, trusts, and estates.
Disclaimer: Yash Thakkar, CPA and Ascent CPA Group, LLF is not affiliated with Sovereign Wealth Management, LLC. Sovereign Wealth Management, LLC does not receive direct compensation for referring clients to Yash Thakkar, CPA and Ascent Group CPA.
Yash Thakkar, J.D., CPA
Accounting & Tax Law Advisor
David plays an internal role at Sovereign Wealth Management by implementing a diverse variety of marketing strategies to build Sovereign’s client list. David graduated from George Mason University in 2021 with a B.S. in Kinesiology. During his years at Mason, he served as the Head Swim Coach for the Fairfax and Centreville LifeTime Fitness sites and the Head Swim Coach of the George Mason Club Swim Team. He most recently served as the Head Swim Coach for The St. James Sports Complex for the 2021 to 2022 season. David is currently studying for his Virginia Life and Annuities license, Series 65 license, and Certified Financial Planner designation.
Financial Planning Associate
Strategic Partners, Technology Platforms & Financial Service Solutions
8229 Boone Blvd. Suite 760
Vienna, VA 22182
Email: [email protected]