Notary
Services
Welcome to the future of notarization: Sovereign notary services, integrated into your financial operations and beyond.
Convenience comes first — transactions are verified without the delays that once slowed the process.
Seal the Deal with Confidence
In the fast-paced world of finance, where transactions are made around the clock, the traditional methods of notarization can feel antiquated and inefficient. The financial sector demands timely action, and supporting services must evolve to meet this demand.
BOOK A CALL →The Power of Notary Services Included
By minimizing the dependence on external entities or institutions, businesses can considerably reduce the costs and time associated with sending documents for traditional signatures.
A Seamless Flow of Operations
Integrating notary capabilities into our financial services, we eliminate delays and cut overhead costs, allowing businesses to focus on their core activities.
Certification
& attestation of copy documents
Verifying and attesting true copies of critical identification, corporate records, and official paperwork for financial transactions.
Assistance
with affidavits & declarations
Administering formal oaths and affirmations to certify sworn statements, regulatory disclosures, and official declarations with precision.
Notarization
of financial & legal documents
Official authentication of trusts, deeds, loan agreements, and financial instruments to guarantee complete legal validity and compliance.
Witnessing
of contracts & agreements
In-person verification of signatures ensuring identity authentication, mutual consent, and seamless contract execution.
You Can Complete All Your Notary Tasks at Sovereign
The presence of a notary on our premises underscores our commitment to providing comprehensive support for your financial management needs. We recognize how critical notarial services can be, particularly when dealing with crucial and sensitive financial documents. Having these services available on-site at our office not only saves you time but also ensures the integrity and validity of your paperwork.
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Complementary Services that Work for You
Estate Planning
Most documents that need a notary are estate documents. Getting them drafted and executed in one place saves a second appointment.
Expat Planning
Documents bound for a foreign authority need more than a stamp. Apostilles, translations, and the sequence they must follow.
Financial Planning
A signature usually marks a decision already made. If it has not been thought through yet, that conversation comes first.
Tax Planning
Transfers, gifts, and property deeds all carry tax consequences. Worth knowing them before the document is signed, not after.
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Planning for Decline Arrives Before Planning for Death
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The Agreement That Decides What Happens to a Practice
A buy-sell agreement only works if it was properly executed. What belongs in it, and why the signing is not a formality.
Retirement Accounts Pass by Designation, Not by Will
The form on file at the custodian overrides the document on your desk. Worth checking before anything else is signed.
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.