Broker Check

Courtney James

Associate VP of Client Engagement

courtney@swealthadvisors.com     
281-491-2800

Courtney is a graduate from Sam Houston State University where she earned her bachelor’s degree in Business Management. Born and raised in Beaumont, Texas and currently lives in Richmond, Texas with her husband, Derrian and her Pomeranian dog, Bruno.

Courtney's Full Bio

Helpful Links

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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 Recourses

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
Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More
Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
Learn More

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

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