Broker Check

Rob Lee, CFP® CRPS®

Senior Vice President, Wealth Advisor

rlee@sovereigngrp.com     
713-527-3400

Rob’s experience includes providing strategies for estate planning services,  needs of for profit and not-for-profit organizations focusing on membership and fund raising as well as total wealth management for individuals and families.

Rob'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 Planning Resources

Tax Planning Resources

Find tools to help you manage your tax planning strategies.

Tax Resources

Investment Management

To build the strategy 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
Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.
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Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.
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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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