Stephen Petty

Stephen Petty

Vice President, Wealth Advisor

spetty@sovereigngrp.com
713-527-3400

Steve designs strategies that address his clients’ specific needs. He has the background, insight and understanding to identify issues, develop comprehensive plans, address issues, implement, and monitor the plan, in order to pursue long term success.

Stephen's Full Bio

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Market Research

Market Research

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Tax Resources

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Investment Management

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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

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Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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