Sovereign Private Wealth

Manage your money with a team that takes good stewardship to heart.

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Financial
Planning

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Investment
Management

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Retirement Planning

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Estate & Legacy Planning

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Tax Strategy & Planning

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Family
Office

Calendar and dollar sign icon

Financial
Planning

Rising bar chart and dollar sign icon

Investment
Management

Mountain, sea and sunshine icon

Retirement
Planning

Briefcase and bar charts icon

Estate & Legacy
Planning

Invoice and calcularot icon

Tax Strategy &
Planning

Checklist, calculator and pencil icon

Family
Office

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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.

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How we help.

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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.

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Then, fund it
with intention.

We fuel your plan with investments in companies proven to meet needs, bless humankind, and align with your values.

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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

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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.

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You may be wondering

What services do you offer?

We offer values-based financial planning and investment management services. Our planning process includes a deep dive into tax strategy, estate and legacy planning, giving and charitable strategies, and retirement planning. Our primary client base is comprised of families, individuals, and business owners. In addition, we work with churches, charities, and other non-profit organizations. 

What is your fee structure?

We believe in a transparent, fee-only pay model and we do not earn commissions on any products we offer. We charge a reasonable fee for our financial planning and investment management services, and that amount will be clearly stated in your proposal. We have a fee schedule with all of our available services listed, and it is available to our clients at any time.

Do we have to sacrifice returns to invest in a values-aligned portfolio?

We invest in companies that have the potential to be both great businesses and great investments. Values-based investing is rapidly growing within the industry, with several great funds and options with strong track records. We’ve used this values-based model for years for ourselves and our clients, and we believe that investing in companies you can be proud to own has better long-term potential for returns. Many great companies are making a profit while positively impacting the world, and that’s where we like to invest our resources.

Why should we trust you?

We understand you’d like some reassurance from us before you entrust us with your finances. The professionals at Sovereign Private Wealth are licensed fiduciaries who are legally contracted to work in the best interests of our clients. That’s you! We have a transparent, simple fee schedule and take no commissions. We’re proud to have helped hundreds of families through all stages of financial planning and investing, and we’d love for you to read a few of their testimonials here!

We need guidance with everyday decisions, too. Can you help?

We can help! It’s our goal to follow your life journey for the long-term and be available for counsel as you navigate any tricky financial decisions. In addition to the services detailed on our website, we’ve helped our clients make decisions about large purchases, financing options, cash utilization, and more.

What happens if we choose to cancel your services?

We understand your needs may change over time. No problem! We’ll help transition your portfolio as needed, and since your investments are held by Charles Schwab, we can easily remove our management access and you will have sole control.

I have another question, how should I ask?

We’d love to answer any questions you have. Submit them here and one of our team members will get back to you right away!

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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.