Sovereign Wealth Advisors, LLC
Marty Peskin
Vice President, Wealth Advisor
mpeskin@sovereigngrp.com
713-527-3400
I grew up around the financial services industry as my father was a financial advisor for over 25 years and I interned during college for another senior advisor. I started my own career with Morgan Stanley in 1996 and have continued it with Sovereign Wealth Advisors, LLC since 2005.
Calculators
Stay on budget and make more informed decisions with our handy financial calculators.
Market Research
Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .
Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Learn More
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Learn More