Broker Check

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.

Kimberly's Full Bio

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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
Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
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Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.
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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
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