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

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 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

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Learn More

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Learn More

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Learn More

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

Name

Email

Address

Thank you!

Oops!