Executives

We attract professionals who are on a mission above and beyond their career.

They are looking for specialized planning that brings meaning to their lives as well as others around them, with a desire in philanthropic strategies.

We specialize in building tax sheltered fixed-income savings, wealth trajectories, tax and estate planning, retirement income planning, and educate them on testamentary trusts.

Confidentiality, security, stewardship
and knowledge are at the core of
Sovereign’s philosophy.

Visit the Firm page to learn more about our vision and values >>