Broker Check

Daniel Eaton

Vice President, Wealth Advisor

deaton@sovereigngrp.com      
713-527-3400

To me, trust and effective communication are the building blocks for a successful client-advisor relationship. As your wealth advisor and “financial partner,” my goal is to build and earn your trust through listening, understanding, relating and creating real strategies that address your financial concerns.

Daniel's Full Bio

Helpful Links

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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 Resources

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
How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
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Comparing Mortgage Terms

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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Let's talk about how we can help you reach your financial goals.

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