Throughout his career, Jim has held various principal and supervisory positions. He consults with high net worth individuals on wealth management strategies, portfolio development and monitoring.
Jim's Full Bio
Follow the convenient links below to access your financial accounts.
Kimberly Meade, CFP®
Director of Financial Planning
Associate VP of Client Engagement
Stay on budget and make more informed decisions with our handy financial calculators.
Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .
Find forms, explanations, and other tools to help you manage your taxes.
To build the portfolio best suited to your needs, we strive to learn as much about you and your goals and your risk tolerance.
When it comes to the big picture of financial wellness, Sovereign Wealth takes a holistic approach to helping you create a financial plan..
Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.