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
Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn More
Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.
Learn More
Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
Learn More

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

Thank you!
Oops!