Elisia Pearson

Elisia Pearson
Senior Vice President, Wealth Advisor
epearson@sovereigngrp.com
713-527-3400
I am committed to helping my clients address their financial goals. I assist clients with building, preserving, and transferring their wealth in a tax efficient manner. I can help you evaluate your situation and develop strategies tailored to your individual goals and objectives.

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

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

Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
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.
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..
Corporate Services
Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.

Medicare Advantage 101

What Is a Roth 401(k)?
