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Our Process

Our Process

It is our ultimate goal to see our clients achieve their wealth ambitions through a holistic approach to comprehensive financial planning that links their vision to executable strategies to be managed and monitored to success. We will accomplish this by thoroughly understanding their unique circumstances, needs, priorities, and life aspirations as we bring all of our resources to bear in each of our relationships.

Sovereign Wealth Advisors relies on a distinctive process to create an uncommon advisory experience in which our clients feel empowered to make financial decisions with clarity and confidence for ultimate peace-of-mind. At the core of our process are the following guiding principles:

  • Because each client’s circumstances and goals are unique, we apply a structured, but highly-individualized process of planning, strategy design, implementation, monitoring and plan review.
  • A fully implemented wealth management strategy requires a collaborative effort among multiple disciplines and advisors for successfully building, protecting and preserving wealth.
  • We will empower our clients through education and constant communications so they fully understand the methods, the strategy and the expected outcome.
  • For all of our wealth management solutions and investment strategies we will endeavor to employ the most efficient or low-cost options available.
  • Our business focus is on cultivating long-term relationships with our clients and their families, who are our most valuable assets.
  • Our advisory staff is committed to professionalism and education as evidenced by the credentials they hold and maintain – Certified Financial Planner (CFP®) and Charter Financial Consultant (ChFC®).
  • As an Investment Advisor operating under the fiduciary standards mandated by the Investment Act of 1940, and as CFPs® guided by a strict Code of Ethics, we will always adhere to the highest standards of integrity, transparency and objectivity.

We invite you to learn more about how our highly distinctive wealth management services can help you achieve your wealth ambitions.

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