Broker Check
Client Login
Markets by TradingView

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

Follow the convenient links below to access your financial accounts.


Account View


News
Weather
Sports
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
Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More
Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
Learn More
Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn More

Let's talk about how we can help you pursue your financial goals.

Thank you!
Oops!