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.
Whatever your financial goals, we are by your side with a plan to make them a reality. Click below if you are interested in learning more about how Sovereign Wealth Management can help you!
Meet Our Team
Gary Korolev
CFA®, Principal/Wealth Manager
Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab...
Katya Moore
Marketing Director
Katya plays an integral role between Sovereign’s top-management and target audience/public- at-large by disseminating information about...
Alaina George
Operations Director
Alaina plays an integral role in the client relationship and is vital to Sovereign Wealth Management’s success...
Svitlana Korolev
Client Service Associate
Svitlana works closely with clients by managing their account details, and the flow of information between them and Sovereign Wealth Manag...
Yash Thakkar, J.D., CPA
Accounting & Tax Law Advisor
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.
David Jeremiah
Financial Planning Associate
David plays an internal role at Sovereign Wealth Management by implementing a diverse variety of marketing strategies to build Sovereign’s client list...
Balfour Hamilton
Services Aggregator
Balfour Hamilton is an external party, unaffiliated with Sovereign WM. The company is acting as a services aggregator that voluntarily promotes our services.