Family & Individual

As your trusted advisors, Sovereign Wealth Advisors offers guidance at every stage of your journey. We work hand-in-hand with our clients to understand their objectives, goals and priorities and develop solid plans that support those goals.

Financial Planning Services

We bring the pieces of your financial life together in one place, often for the first time. Together, we evaluate all of your financial matters and determine a personalized course of action that encompasses both your short- and long-term goals.

Asset Management

We understand that investing successfully requires not just a firm grasp of market opportunities, but also knowledge of the unique parameters, considerations and risk constraints for each of our clients. Through our relationship with LPL Financial, the largest independent broker dealer firm in the United States, we provide asset management services and offer our clients financial resources and information*.

Private Wealth Management

To address our clients’ needs for income, estate planning, gift planning, tax planning and philanthropy, Sovereign advisors help craft and implement holistic wealth management solutions.

Retirement

Each client’s desires and requirements are unique, and perspectives are changing regarding the very idea of “retirement.” We’re here to help you work toward financial independence, so you can chose how you wish to pursue your specific work, volunteer, and leisure goals.

Insurance

Your insurance portfolio should let you protect and enjoy what you’ve earned during your lifetime and help preserve wealth for future generations. If you need insurance for estate, or financial planning, business or personal protection, we will help create a plan, then provide convenient access to the coverage you need.

Preserve and Protect Your Wealth

Whether your needs are big or small, we can match you with the perfect professional to pursue your goals.