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

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Market Research

Market Research

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Market Research
Tax Resources

Tax Resources

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Investment Management

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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

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Simple 401k

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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