Sovereign takes a comprehensive approach to Wealth Management, specializing in all areas needed to meet the Financial needs of a High Net Worth individual, their family, and their business.

While many use Sovereign primarily for our Investment Management expertise, others prefer to start with a Financial Plan, which includes Retirement Planning, Business Succession Planning, Education Planning, as well as Insurance Planning. Once the plan is in place, our clients prefer to have us execute the strategy, and manage the family’s investments on an ongoing basis while updating the plan continuously to stay in tune with the family’s goals and needs.

Our Investment Management expertise includes Onshore and Offshore investments, Private Placements, Alternative Assets as well as Digital Assets, otherwise known at Crypto.

Insurance is an important part of a well-rounded Wealth Strategy, and can include Life Insurance, Long Term Care Insurance, and Disability Insurance.

Our Business Services Include Retirement Plan (401k, 403b, Cash Balance) consulting, Business Succession Planning, and Employee Insurance Benefits.

Whatever your financial ambitions and goals we are by your side with a plan to make them a reality.

Financial services

Meet with your dedicated Portfolio Manager for Annual Reviews

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Let's Reate Personal Financial Plan!

To help you reach your financial goals, first please provide some information about yourself.
 Please answer these questions so that we could personalize our estimates of your financial goals. In addition, we provide a complimentary initial consultation to further clarify your personal financial goals and help set you on your way toward a prosperous financial future.