Steve McHale

Steve McHale, CFP®
Senior Vice President, Wealth Advisor
smchale@sovereigngrp.com
713-527-3442
Steve’s experience includes providing financial advice and services to small and mid-size companies, as well as investment management for individuals and families.

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Market Research
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Investment Management
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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..
Corporate Services
Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.

Emotional vs. Strategic Decisions
