Matthew Holder

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.

Calculators
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Market Research
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Investment Management
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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..
Corporate Services
Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.

18 Years’ Worth of Days

AI Tools Changing Retiree Entrepreneurship
