Broker Check

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

Helpful Links

Follow the convenient links below to access your financial accounts.



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 Resources

Tax Resources

Find forms, explanations, and other tools to help you manage your taxes.

Tax Recourses

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.

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
Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
Learn More
Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn More

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

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