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Assess your retirement readiness and build an actionable retirement plan. Our software and highly trained Financial Planners are here to help you.

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Financial Advisor Baltimore

Retirement strategies when you're in your 30s, 40s, 50s, 60s or 70s.  It's never too early (or too late) to plan your retirement or build an income strategy.

Help individuals and families understand and execute on different types of Retirement Strategies using 401(k)s, IRAs, Stocks, Bonds, ETFs, Mutual Funds, Private Placements, Hedge Funds, Annuities, and Insurance.

Business & Entrepreneur Retirement Advisory on 401(k), 403(b), Cash Balance and other types of Employee Retirement Plans.

Our strategies for early retirement are customized depending on the client’s age, level of income, risk preference as well as numerous other factors.

Baltimore Financial Advisory & Management Services

Located in the American Center Business Complex in Tyson's Corner off Boone Boulevard, Sovereign Wealth Management is within a short driving distance from Baltimore Maryland.

If driving outside of Baltimore is something you want to avoid, we're also able to meet you at our Baltimore satellite office or at a mutually agreeable location close to your home in Baltimore.  We also have state of the art web conferencing applications were we can discuss financial strategies without you leaving the comfort of your home.  

Our financial strategies for early retirement will help both young and old, middle-class to the upper echelons of the Baltimore, Maryland residents.  Contact us today to setup your complimentary financial audit and strategy session. 

Baltimore Retirement Planning | Complementary Investment Audit

As you plan your retirement, and even more so when you retire, would  you feel more secure in knowing you have the financial resources to carry you through the rest of your life? Would you like to leave a legacy your children, grandchildren, loved ones and charities, etc.? Having a solid golden nest egg for retirement is directly related to the strategies you put in place now, how much you are able to consistently save and how disciplined you are at saving and investing wisely.

Whether you are nearing retirement, have recently retired or have 30 to 40 years before you retire, you want to ensure your income goals in retirement are sustainable with your savings strategy and level of assets. If you have not done so already, or feel what you have is not adequate, strongly consider using our sophisticated yet straightforward retirement calculator to determine your retirement readiness. Then schedule an appointment with one of our experienced Baltimore MD Wealth Managers or Financial Advisors in Baltimore Maryland to further define or refine your strategy to insure your retirement income outlasts your needs, as well as the needs of your loved ones.  

Trying to achieve the above on your own can be daunting, especially if you're not a savvy investor or too busy with building your business or career. Understanding the bucket system for retirement planning, or the 4% retirement strategy, or trying to determine the best annuities for retirement income, if any, can take a lot of time to research and understand. Even more contentious is defining/creating a plan that has a high probability of being a proven, winning strategy to achieve your financial goals.

The Sovereign Wealth Management Team understands all of the above and much more. Its Principal, Gary Korolev, CFA®, uses his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch, and Charles Schwab to assure his Wealth Advisory practice, Sovereign Wealth Management, is completely focused on meeting its clients’ Retirement Planning, Investment Management, Risk Management, and Estate Planning needs.

Sovereign Wealth focuses on individuals, families and business owners with financial needs far beyond investment management. They provide a comprehensive Wealth Strategy where they combine extensive expertise in Portfolio Management, Financial Planning and Insurance with that of CPAs and Estate Planning Attorneys.

Sovereign's Wealth Manager & Support Staff

Sheila Mogetz
Client Service Associate
Financial Advisor Baltimore - Gary Kalsow
Gary Korolev, CFA®
Principal Wealth Manager
Svitlana Korolev
Client Service Associate

So, what are you waiting for?

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Baltimore Maryland

Phone: (703) 310-7255 | Email:

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Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of  FINRA