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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Tax Resources

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Investment Management

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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

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What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.
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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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