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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.

Steve's Full Bio

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Tax Resources

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Investment Management

To build the portfolio best 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..

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Corporate Services

Our team has the knowledge and expertise to help create a benefits package or succession plan for your business.

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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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