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

Follow the convenient links below to access your financial accounts.



Calculators

Calculators

Stay on budget and make more informed decisions with our handy financial calculators.

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
Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn More
Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Learn More
What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

Let's talk about how we can help you reach your financial goals.

Thank you!
Oops!