Broker Check

Courtney James

Associate VP of Client Engagement

courtney@swealthadvisors.com     
281-491-2800

Courtney is an Executive Assistant to Jim Hawryluk. Utilizing her 6 years of experience, she assists clients with their financial needs, while continuing to support current clients in pursing their respective goals.

She also works closely with Kimberly Meade, CFP®, Director of Financial Planning. Courtney will be focused on refining our communications and servicing promise. Courtney has built a strong foundation with Jim Hawryluk along with his team and clients.

Courtney's Full Bio

Helpful Links

Follow the convenient links below to access your financial accounts.



Calculators

Calculators

Stay on budget and make more informed decisions with our handy financial calculators.

Calculators
Market Research

Market Research

Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .

Market Research
Tax Resources

Tax Resources

Find forms, explanations, and other tools to help you manage your taxes.

Tax Resources

Investment Management

To build the portfolio best suited to your needs, we strive to learn as much about you and your goals and your risk tolerance.

Investment Management

Financial Planning

When it comes to the big picture of financial wellness, Sovereign Wealth takes a holistic approach to helping you create a financial plan..

Financial Planning

Corporate Services

Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.

Corporate Services
Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn More
Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Learn More
Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn More

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

Thank you!
Oops!