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29 Dec 2023

Unlock Prosperity in 2024: Sovereign WM Guide to Thriving in a “Macro Spring”!

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As the Holidays draw near, we at Sovereign Wealth Management aim to best prepare you and your loved ones for what awaits your finances next year.
 
Our presentation starts with tax related and legal developments affecting investors and retirees, and continues with a market update, then transitioning into Sovereign’s Investment Strategy.

Having worked with our research partners to meticulously analyze market trends, we are cautiously optimistic about the prospects for the upcoming year, envisioning a Macro Spring combined with a Disinflationary Boom.
 
We have recently updated portfolio allocations to stay ahead of the anticipated market developments, aiming to empower you on your journey toward prosperity. The following presentation sheds light on our strategy to protect and grow our clients’ wealth.
 
While our videos do not constitute financial advice, they are designed to a window into our investment philosophy.

About Post Author

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. Gary’s clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys. “We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients’ attorneys and accountants to address their financial, tax, estate and philanthropic needs.” Gary 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. He resides in Northern Virginia with his wife, son and daughter. When not working, Gary enjoys spending time with his family and friends as well as reading and travel.

Contact Information

Sovereign Wealth Management

8229 Boone Blvd. Suite 760

Vienna, VA 22182

(703) 713-2954

[email protected]