What We Do
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At the most basic level, we use a structured process to help people make smart choices about their money so they can accomplish their goals for the reasons that are important to them. We help our clients get their "financial house” totally and completely in order – and keep it there.
"Wealth Management" has become a very popular term in recent years. But, like "financial advisor," it has no formal definition. Sovereign's definition of Wealth Management is a structured combination of Financial Planning and Investment Management that includes active coordination of any outside tax, legal, or insurance professionals.
Many people hear the term Wealth Management and feel that it only applies to extremely high net worth individuals, but many families who consider themselves middle class can benefit tremendously from professional, coordinated financial planning and investment management. Our Wealth Management services are structured primarily for households with net worths from $750,000 to $15 Million.