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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

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Market Research

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Tax Planning Resources

Tax Planning Resources

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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.

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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..

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
Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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