Who We Are
Sovereign Private Wealth was founded in 2017 with the vision to help clients be good stewards of all that has been entrusted to them.
It’s an honor to serve.
We are committed to the journey of generosity with our clients. As such, 10% of all revenue is given to ministries that seek to make a positive impact on the world around them. We are so thankful to be able to support them, and we invite you to check out what they do and see how you can get involved!
Two locations:
Greenville, SC
Myrtle Beach, SC
Serving clients nationwide.
We promise.
Our core values represent our promises to you, as our client.
To serve with excellence.
We’re committed to excellent client service, which we believe is rooted in relationship. Through consistent communication, understanding our clients’ needs, and deepening our knowledge of our craft, we aim to serve at the highest level. This dedication allows us to remain approachable and accessible, while offering balanced guidance that blends tried-and-true with cutting-edge.
To speak truth in love.
We understand that finances can be a pain point and that decisions about money involve both our hearts and our minds. As your financial advisors, we are committed to accuracy and reliability in our advice, even when a different answer might be easier to hear. Truth in love is spoken here.
To stand with integrity.
We walk our own talk, or as we like to say: We eat our own cooking! When we propose a financial plan to you, you can be confident we are following the same advice in our personal financial story. This integrity is reflected in our family budgets, our pro-life, pro-family investments, and in the ministries we support.
To practice generosity
We are thankful for the resources entrusted to us, and we hold these gifts in our hands loosely so that we can, in turn, give to others. We are committed to an intentional lifestyle of generosity with our finances and our time, and you will see that reflected in both our public and personal ministries.
To be authentic always.
We can’t help but be anyone but ourselves. This firm is built on our belief that going against the grain is good… especially when it comes to the values that make us who we are. So, you can expect us to live out the same values in the grocery store or on the sidelines as we do in the office.
If a day comes that we stop adding value to your family, you can terminate our services then and there. No contract, no exit fee, no hard feelings.
Allow us to introduce ourselves.
Mike Kuckel, CFA®
Managing Partner | Director of Investments
Certified Kingdom Advisor®
Phone: (864) 501-5108
Email: mike@sovereignpw.com
Mike’s work life and personal pursuits have focused on helping others along their stewardship journey. That passion led him to be a co-founder of Sovereign Private Wealth and enabled him to see others experience a higher level of satisfaction and joy in life. With a mission to enable and equip people to be good stewards of what they have been entrusted with, Mike uses his unique gifts and background to serve others.
Will Hines, CFP®
Managing Partner | Director of Financial Planning
Certified Kingdom Advisor®
Phone: (864) 501-5108
Email: will@sovereignpw.com
Will is a native of upstate South Carolina and a graduate of Clemson University. His passion to help his clients be good stewards led him to co-found Sovereign Private Wealth in 2017. That passion, coupled with his experience in the financial services industry, has equipped him to serve as Director of Financial Planning.
Justin Cramer
Managing Partner | Director of Family Office
Phone: (843) 655-8278
Email: justin@sovereignpw.com
Justin is a native of Charleston, South Carolina, and a graduate of Coastal Carolina University, where he played quarterback for the Chanticleers. In a nearly 15-year career in financial services, Justin has served at various firms and held multiple positions. He is primarily located in our Myrtle Beach office, serving families nationwide.
Bob Felts
Wealth Advisor
Email:
bob@sovereignpw.com
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Originating from Atlanta, Georgia, Bob pursued his academic journey at Georgia Tech, earning a Bachelor of Science in Economics. Furthering his education, he obtained a Master of Divinity and PhD from Southwestern Seminary, allowing him to blend theological insights with economic understanding. His career has encompassed various roles, including pastoral ministry, life coaching, adjunct teaching, counseling, and consulting, each contributing to a diverse skill set and a breadth of experience seldom found in financial advisors. It is through synthesizing these varied roles that he believes he offers clients a unique perspective on financial and life planning.
Bob and his wife Deb reside in the Five Forks area of Simpsonville, SC and have three adult sons and five grandchildren. Beyond his professional pursuits, he enjoys outdoor adventures, whether on the golf course or exploring nature through backpacking. Committed to community service, he has had the privilege to serve on the boards of several nonprofit organizations, including the YMCA and Hospice, and currently serves on his neighborhood’s HOA board. Actively engaged at Brookwood Church and as an adjunct professor at Anderson University, he is dedicated to both spiritual enrichment and academic mentorship.
Bob Felts is an investment adviser representative of OneAscent Financial Services, LLC (“OAFS”), a registered investment adviser with the United States Securities and Exchange Commission. OAFS and OneAscent Wealth Management, LLC are affiliated advisers. Please refer to OAFS’s ADV Part 2A for more information.
Ray Royalty
Wealth Advisor
Email:
ray@sovereignpw.com
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Ray brings extensive corporate experience to Sovereign Private Wealth from across multiple Fortune 500 companies while serving in leadership positions in manufacturing, sales, IT project management, and enterprise software implementations. During his time in the private sector, Ray continued to serve in the U.S. Army Reserve.
As a Wealth Advisor at Sovereign Private Wealth, Ray’s focus and strong desire is serving the military community–those currently serving, retired, and Veterans–assisting with investment and retirement strategies that incorporate the unique characteristics that military service often brings. Finding investment and retirement solutions that reflect taking care of military families is most important.
Lastly, Ray represents the third generation from his family to have served with the 1st Infantry Division in foreign campaigns during times of conflict–World War II, Vietnam, and Iraq.
Ray and his wife, Teena, are active members of the First Baptist Simpsonville | Upstate Church where they have experienced spiritual growth and a closeness to Christ over the years–an incredible family journey with such a dedicated community of Believers.
Education
- Ed.D., The George Washington University
- Master of Strategic Studies, U.S. Army War College
- MBA, Winthrop University
- B.S., United States Military Academy, West Point
Ray Royalty is an investment adviser representative of OneAscent Financial Services, LLC (“OAFS”), a registered investment adviser with the United States Securities and Exchange Commission. OAFS and OneAscent Wealth Management, LLC are affiliated advisers. Please refer to OAFS’s ADV Part 2A for more information.
Robert Allamon
Wealth Advisor
Email:
robert@sovereignpw.com
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Robert brings nearly 12 years of experience in the financial services industry, thriving as an advisor by providing comprehensive financial advice and planning that align with client goals, needs, and values. He holds a Certified Fund Specialist designation, has passed the Series 65 securities exam, and earned a master’s degree in theology.
Before transitioning to wealth advising, Robert dedicated over 25 years to Christian ministry, supporting pastors in churches, camp work, and counseling. Through his counseling ministry, Robert recognized the importance for individuals and couples to develop a Biblical philosophy and strategy for their finances. He finds great joy in helping clients discover and implement these principles.
Outside of his professional endeavors, Robert enjoys cycling and golf and maintains a deep passion for theology. He and his wife, Janie, are active members of Greenville Community Church and cherish time spent with their family of four children, three daughters-in-law, and seven grandchildren!
Robert Allamon is an investment adviser representative of OneAscent Financial Services, LLC (“OAFS”), a registered investment adviser with the United States Securities and Exchange Commission. OAFS and OneAscent Wealth Management, LLC are affiliated advisers. Please refer to OAFS’s ADV Part 2A for more information.
Joseph Kuckel
Wealth Advisor
Email:
joe@sovereignpw.com
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Joe was born in Raleigh, North Carolina but has lived in the upstate of South Carolina for most of his life. He is a recent graduate from Charleston Southern University and holds his BBA in Personal Financial Management. From this program, he is a candidate for the CFP® and CKA® designations.
While in college, Joe was part of the Center for Personal Financial Management (CPFM) at Charleston Southern. He served as a peer coach, a role in which he held meetings with students to answer any questions about finances, ran the CPFM table at events, and helped teach children living with limited resources about the basics of personal finance through a partnership with a local non-profit organization. He hopes to use these experiences to help others learn more about money and themselves.
Joe is passionate about serving others and helping them fully realize their true potential. He began working for Sovereign in 2023 and enjoys serving clients in the Sovereign family.
Josh Holland
Director of Client Services
Email:
josh@sovereignpw.com
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As the Director of Client Services at Sovereign Private Wealth, Josh Holland believes in fostering genuine connections with clients by prioritizing timely responses and doing whatever possible to help them achieve their financial goals.
Josh has both a bachelor’s and a master’s degree in Educational Leadership as well as a passion for the industry that stems from a deep-rooted desire to safeguard families’ futures.
A family man himself, Josh, his wife, Lia, and their two (going on three!) children live in Myrtle Beach, SC.
Sarah Howington
Director of Client Operations
Email:
sarah@sovereignpw.com
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Sarah Howington is the Director of Client Operations at Sovereign Private Wealth, where she expertly combines her value for helping people with her educational background and work experience to exceed client expectations.
Sarah holds a Master’s in Mental Health Counseling from Trinity International University. Before her current role, she was a manager at a non-profit in the Chicagoland area, where she honed her leadership skills and dedication to service.
At Sovereign Private Wealth, Sarah’s leadership style is characterized by empathy, interactive listening, and a steadfast commitment to understanding and addressing client needs.
When not working, Sarah and her husband David enjoy all that the grand strand has to offer. Whether being out for a run, eating a great meal, or experimenting in their own kitchen, they take full advantage of their time together. Along with their dog, Lucy, they enjoy an active life and can often be found at a coffee shop or with friends or family.
Sarah is pleased to bring her unique skills and interests to help clients find success.
Mikayla Kuckel
Client Service Specialist
Email:
mikayla@sovereignpw.com
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Mikayla Kuckel graduated summa cum laude from North Greenville University with a degree in Linguistics and Digital Media. Throughout her time during and after college, she experienced work in education, politics, journalism, and communications, growing her ability to work with and listen to others in a variety of contexts.
These experiences now help Mikayla to refine her work at Sovereign Private Wealth, where, as Client Service Specialist, she seeks to help people, communicate well, and create a safe, welcoming environment.
Mikayla lives in Greenville, South Carolina where she attends and serves at Greenville Community Church and tries to keep up with her goal of traveling internationally (at least!) once a year.
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.