Manage your money with a team that takes good stewardship to heart.
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You want to be a good steward of your resources.
And, you’re on the right track.
You’re intentional about how you budget.
You’re deliberate about how you give.
You’re careful about where you shop.
There’s another area of stewardship, though, that often gets overlooked… where we invest.
In fact, when companies are part of our investment portfolios, we become
shareholders—owners—of those companies. The thought can be unnerving.
What are you really profiting from?
You deserve certainty that your investments align with your values.
But that’s a tall order; how companies make money is rarely in plain sight. That’s why, at Sovereign Private Wealth, we go the extra mile to help you invest with integrity.
As wealth managers, we also help you build and implement a comprehensive financial plan that reflects who you are from every angle.
How we help.
We start
with a plan.
We help you consider life now and how you hope it evolves in the future so we can create a roadmap (financial plan) that helps you stay on course.
Then, fund it
with intention.
We fuel your plan with investments in companies proven to meet needs, bless humankind, and align with your values.
And adjust
as life unfolds.
There is no straight path to financial independence, so we stay close by to help you navigate all life’s twists and turns with confidence.
“For me, it’s really easy to recommend Sovereign, just [based] on how they care and how they understand that what they are working with is all God’s.”
– David Sullivan
OneAscent Financial Services, LLC (“OAFS”), d/b/a Sovereign Private Wealth, is a registered investment adviser with the United States Securities and Exchange Commission. The content presented is an unpaid testimonial given by a current client. OAFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by OAFS or any unaffiliated third party. Past performance may not be representative of future results. All investments are subject to loss.
Want an audit of your current portfolio?
Most investments are in pooled products such as Mutual Funds and ETFs which hold many companies. Many of these companies are profiting from or supporting activities such as abortion, pornography, addictive lifestyles, human rights abuses, and predatory lending.
We can help you identify if you own companies that are profiting from these activities.
You may be wondering…
Start the conversation.
If you’re ready to talk, we’d love to connect! Simply click “Start the Conversation” to schedule some time with our team. When you do, we’ll jump on a short complimentary call to get to know each other. If we mutually choose to keep the conversation going from there, we’ll ask you to gather some financial information so we can propose a purposeful path forward.
In the meantime, request a complimentary audit of your investment portfolio. Because nothing speaks louder than where you put your money. Invest in companies that help humanity flourish, with a team that takes “good stewardship” to heart.