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Rise to Your Financial Independence

We strive to be a valuable resource to help you pursue your financial independence.

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Upcoming Event: Shred Day

Upcoming Event: Shred Day

It's time for our Annual Shred-It event on April 20, 2024! Bring along your stack of unwanted documents and join us as we securely shred and recycle them. Refreshments will be provided. 

<strong>Why Sovereign</strong>

Why Sovereign

You have life goals, and your finances are an important part of pursuing your dreams. We bring the pieces of your financial life together in one place, maybe even for the first time. Our mission is to be a valuable resource to help develop and implement customized strategies to work towards your vision for your financial future.


You are at the center of all we do at Sovereign Wealth Advisors. We work with you to understand your financial goals as well as your current obligations. Together with our tools, guidance, and experience, we create a custom plan that guides your strategies to help you rise to your financial independence.

Meet Our Team

Our Services

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

Investment Management 

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Financial Planning

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Risk Management

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Tax Planning

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Estate Planning

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Corporate Services

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Houston

Houston

We create strategies that are tailored to your needs and goals.

Sugar Land

Sugar Land

Years of experience have prepared us to guide you through your life transitions.

Corpus Christi

Corpus Christi

Honesty. Integrity. We believe values matter, and we live by ours every day.

Let's talk about how we can help you pursue your financial goals.

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