Broker Check

Matthew Holder

Vice President, Wealth Advisor

mholder@sovereigngrp.com     
713-527-3413

Matt shares LPL Financial’s pioneering vision of offering independent financial advice. Matt’s areas of knowledge include retirement planning and distribution, asset allocation, company stock option exercise, estate planning and wealth management.

Matthew's Full Bio

Helpful Links

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Calculators

Calculators

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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 Recourses

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
Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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