Kimberly Meade
Kimberly Meade, CFP®
kmeade@swealthadvisors.com
713-527-3400
As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly is a reliable resource for assisting our financial professionals with developing financial plans that align with their clients’ values and priorities throughout all phases of their lives.

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

Market Research
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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.
