Sovereign Wealth Advisors (SWA) was founded on the principle that everyone should have access to personalized, conflict-free financial advice grounded in a high-trust, client-first relationship. Built around an experienced, highly-credentialed team of financial advisors, SWA is able to offer an expansive array of customized wealth management solutions to high net worth individuals and families, business owners, professionals and senior executives, including:

  • Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Management
  • Estate Planning

In addition, with our extensive experience and expertise in ERISA-related matters, we are a valuable resource for companies seeking institutional-quality retirement plan services and compliance guidance.

Operating as an independent advisory firm under strict fiduciary standards, we answer only to our clients, and accept no third-party compensation for our services. That allows us to focus purely on the needs, concerns and aspirations of our clients helping them to build, protect and preserve their wealth.