Team Based Approach – We streamline roles within our team that allows specialization and a structured process to expediate client service and tailored client focus.
Technology – We have access to best in breed technology services that provides solutions in our ever-changing industry.
Community – We focus on how we can positively impact our clients and community by hosting educational seminars, client appreciation and community service events.
Fiduciary Standard – Our advisors conduct business in an honest, unbiased and ethical way. Our advisors adhere to the Fiduciary standard and always put the client’s best interests ahead of our own.
Transparency & Clear Communication – We believe transparency and clear communication enhances client and advisor trust.
Building Lasting Relationships – Our focus is to build lasting relationships by actively listening and truly getting to know the client and all aspect of their lives.
Financial Planning – We take a comprehensive view our client’s financial picture to help strategize and implement a plan to help achieve financial independence.
Diverse Investment Selection – We strive to keep up with the ever-changing market environment by offering our clients a wide array of investment solutions that is tailored to client’s specific needs.
Knowledgeable Team – Sovereign is focused on building the most knowledgeable, qualified people to support our client’s needs.