We invite you to meet in Maryland to discuss your financial perspectives and long-term sovereignty. Our firm provides a comprehensive range of multilingual services backed by a bespoke, client-oriented approach. At the heart of our offerings is our exclusive Family Office program, which covers professional Tax Preparation and meticulous Estate Planning.
We invite you to meet in Maryland to discuss your financial perspectives and long-term sovereignty. Our firm provides a comprehensive range of multilingual services backed by a bespoke, client-oriented approach. At the heart of our offerings is our exclusive Family Office program, which covers professional Tax Preparation and meticulous Estate Planning.
Maryland blends historic suburban elegance, thriving innovation corridors, and dedicated public service leadership—and your wealth deserves an equally distinguished foundation. Protecting and growing substantial capital requires independent vision, institutional rigor, and absolute dedication to your family's future. Join a trusted, boutique practice that puts your interests above corporate bureaucracy.
Specialized guidance for NIH, FDA, and federal civilian leaders navigating FERS pensions, Thrift Savings Plan (TSP) optimization, and complex benefit transitions.
Unbiased, fee-only wealth management without redundant Wall Street overheads—delivering transparent, high-value guidance for your investments.
For clients starting from $2M, our exclusive Family Office program acts as your command center, covering comprehensive tax preparation, meticulous estate planning, and holistic asset protection.
Safeguard your legacy with sophisticated estate structuring, risk mitigation, and disciplined portfolio management designed to endure across generations.
Disciplined, institutional-grade portfolio strategies structured to preserve capital, compound returns, and navigate changing market cycles.
Comprehensive planning for your golden years, aligning social security, asset distribution, and precise Medicare guidance to protect your health and wealth.
Seamless collaboration with top-tier CPAs and legal specialists to optimize tax efficiency, structure trusts, and safeguard your generational legacy.
Dedicated, responsive operational support for general inquiries, document verification, and professional certified notary services when you need them most.
Taxes. Estate structures. Education for your children. Your 401(k). How the portfolio is built and why. Down to the notary who certifies the signature.
All of it under one roof — for a household, a family across generations, or a business and the people who run it. Not a menu of services you assemble yourself, and not a team of specialists you have to introduce to each other.
And every piece cut to fit your situation — your stage of life, what you can afford to risk, who depends on you, what you want to leave behind. The same plan built for a different family would be the wrong plan for yours.
Serving Maryland — from Baltimore to the Eastern Shore
Navigating the transition from federal civilian service, research leadership, or public health careers to private retirement requires absolute precision. In this comprehensive seminar, Sovereign Wealth Management CEO Gary Korolev provides an in-depth masterclass designed specifically for professionals across Maryland’s research and federal corridors.
We break down the most critical components of public-sector and institutional retirement planning. This includes maximizing FERS/CSRS pensions, optimizing Thrift Savings Plan (TSP) asset allocations, structuring research sector benefits, and addressing complex household transitions.
Crucially, Gary provides a step-by-step breakdown of Social Security coordination, FEHB continuation into retirement, and precise Medicare guidance tailored to medical and scientific leaders. Watch the full seminar to eliminate the guesswork and build an airtight, resilient retirement strategy.
Navigating Medicare requires aligning health coverage with long-term fiscal strategy. Through our dedicated Medicare advisory desk, Sovereign coordinates bespoke plan comparisons to protect your well-being and assets.
Bridge out-of-pocket coverage gaps in Original Medicare Part A and B with structured Medigap options tailored to your fiscal profile.
All-in-one alternatives combining hospital, medical, and ancillary benefits into coordinated packages managed alongside your wealth plan.
Targeted Part D formulary reviews to secure vital medication coverage and protect against unexpected prescription cost inflation.
Essential oral and vision healthcare plans designed to seamlessly fill the coverage gaps left behind by Original Medicare.
Our advisory desk prepares unbiased carrier comparisons aligned directly with your Sovereign wealth blueprint.
Designed specifically for Maryland’s scientific, medical, and institutional leaders, qualifying portfolios unlock our elite Family Office program. We cover professional third-party services—including meticulous tax preparation and estate planning legal services tailored to research and public-sector assets—fully funded from our corporate assets.
Maryland clients with assets under management exceeding $2,000,000 qualify for our exclusive Family Office benefits. We seamlessly coordinate specialized tax strategies, grant-related asset structuring, and comprehensive estate planning, giving you a dedicated command center for your family’s generational wealth.
Drawing on decades of institutional experience, Gary founded Sovereign Wealth Management to deliver independent fiduciary excellence to research leaders, medical innovators, and Maryland professionals.
An alumna of The George Washington University with a background in research coordination, Alaina ensures seamless operational support for our clients across Maryland's institutional hubs.
Sovereign Wealth
Management
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.
