Broker Check

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. 

Teresa's Full Bio

Helpful Links

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Calculators

Calculators

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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
Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Let's talk about how we can help you reach your financial goals.

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