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

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Calculators
Market Research

Market Research

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Market Research
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Tax Resources

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Tax Resources

Investment Management

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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

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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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