Financial
Planning
Ultimately, our mission is to help you achieve lasting financial independence and secure your family's future.
Led by CEO and CFA Gary Korolev with decades of leading industry experience, we translate sophisticated expertise into absolute clarity.
Strategic Financial Planning for
Your Long-Term Success
From bonds to annuities, our financial planning tools are designed to generate optimal returns while minimizing risks and protecting against unforeseen circumstances, ensuring a well-diversified portfolio tailored to your goals.
BOOK A CALL →Built on Discipline, Delivered with Clarity
Personalized Guidance & Diverse Tools
At Sovereign Wealth Management, we offer a wide range of financial planning tools that cater to different risk appetites, terms, and investment objectives, providing tailored recommendations that suit our clients' unique needs.
Financial Independence
Empowering clients through comprehensive planning and ongoing support to achieve long-term success and stability.
Customized Guidance
Dedicated advisors understanding your unique situation to create customized strategies aligned with long-term goals.
Optimized Returns
Using advanced tools from bonds to annuities to maximize investment performance while strictly minimizing potential losses.
Risk-Managed Portfolios
Actively managing market risks and building well-diversified portfolios to secure peace of mind for your future.
Create Your Own Custom Financial Plan
Managing wealth across jurisdictions requires clarity. Complete our quick interactive planner to project your long-term goals and receive a complimentary cross-border strategy consultation tailored to your global lifestyle.
Acquire More Actionable Insights
Retirement Income and the Legal Structures That Follow It
A full seminar with attorney Gerarda Culipher — Social Security timing, Medicare, federal benefits, and Virginia estate planning treated as one strategy.
Turning a Balance Into an Income That Lasts
How 401(k)s, IRAs, and the Thrift Savings Plan interact once withdrawals begin — and why the sequence matters more than the total.
What Protects a Plan When the Market Turns
A plan is tested in the years it loses money. Defensive positioning, and the difference between reducing risk and abandoning a strategy.
Schedule Your Comprehensive Portfolio Review
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.