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

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Tax Recourses

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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Corporate Services
Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
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