Jeff Peskin
Vice President, Wealth Advisor
jpeskin@sovereigngrp.com
713-527-3400
Together with my brother Marty, we offer our clients financial advice with integrity. We have a focus in retirement planning and education savings for individuals and small business owners. We design customized financial plans to handle our clients’ financial issues and individual needs.
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Market Research
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Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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