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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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Market Research

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Tax Resources

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

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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 To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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