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 Recourses

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
Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
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Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Let's talk about how we can help you pursue your financial goals.

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