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Families and Individuals

Families and Individuals

The extraordinary convergence of low interest rates, higher taxes, increasing lifestyle costs, volatile financial markets and an uncertain economic outlook has cast a shadow over the life ambitions of many individuals and families. Even the most affluent families are finding themselves in a struggle in confronting the challenge of increasing college education costs while building enough capital to provide lifetime income sufficiency; all while navigating the complexities of their personal finances in the pursuit of a good life today.

With more than three decades of advisory experience, Sovereign Wealth Advisors has successfully guided high net worth families and individuals through financial booms and busts, relying on proven financial planning and investment principles. Whether you are just starting on the path to active life management, or you have your retirement date in your sights, Sovereign Wealth Advisors has the resources and expertise to guide you safely to your destination.

Through Sovereign Wealth Advisors, our clients have access to

  • Leading-edge financial planning tools and methods for developing comprehensive plans with executable strategies
  • A breadth of expertise and resources, encompassing all of the critical financial disciplines, including personal finances, retirement planning, tax planning, investment planning, insurance planning and estate planning.
  • Institutional quality investment management capabilities that rely on low-cost options for creating optimally diversified investment portfolios
  • A high-trust, client-first advisory relationship for a lifetime of unbiased, personalized financial counsel 
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