Jeff Peskin

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.

Jeff'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

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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

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