Broker Check
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.

Marty's Full Bio

Helpful Links

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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
A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Let's talk about how we can help you reach your financial goals.

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