Teresa Theobald
Vice President, Wealth Advisor
tcastillo@sovereigngrp.com
713-527-3400
I help individuals and families grow, preserve and manage their financial wealth by customizing strategies that focus on their financial goals and needs. After gaining an in-depth understanding of your individual financial needs, I will craft a customized plan that will adapt to your needs as circumstances change.
Calculators
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Market Research
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Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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