Relationship. Research. Results.
Our Distinctive 3R Process
At Sovereign Private Wealth Strategies, through our independent and distinctive process, we've harnessed the power of the 3Rs - Relationship, Research, and Results - to redefine the way you approach financial planning. Our three-step process is more than just a strategy; it's a journey that empowers you to take control of your financial destiny. Here's a glimpse of what each R represents:
Relationship: Where The Journey Begins
Our Relationship-driven approach sets us apart. We understand that your financial journey is unique, and we're here to listen, learn, and tailor our services to your individual needs. We forge deep, lasting connections with our clients, keeping your financial aspirations are at the heart of everything we do.
Research: Data Driven, Informed Decisions
We delve into the intricacies of your financial landscape, striving to understand not only your aspirations but also the inner workings of the investment world. We won’t put your money with a company or fund unless we have met with the company and fund management. This commitment enables us to make informed decisions that reflect your vision for your investment goals.
Results: Beyond Gains, True Wealth
At Sovereign, Results mean more than just watching your account grow. We redefine success as the art of fitting together the pieces of your financial puzzle.
With our 3 R Process, your financial journey is not just a series of steps; it's a personalized roadmap to your financial future. We bring faith, stewardship, and a servant-first mentality to every interaction. Begin your journey with Sovereign Private Wealth Strategies and experience financial planning tailored to you.
OUR SERVICES
You share your goals and dreams. We’ll help you plan for life’s big moments.
Learn more about what Sovereign Private Wealth Strategies can do for you
PLAN
Wherever your hopes and dreams may take you, you need a roadmap to help you find your way. Tap into our full suite of services to support your financial goals.
INVEST
We’ll help you select, manage, and monitor your investments. Helping you avoid decisions that take you off course.
PROTECT
Helping you navigate the complexities of insurance planning. Protect your loved ones from life’s unexpected events.
The Sovereign Private Wealth Strategies Difference
As your financial guide, We’re not here to get you to buy in to preferred products and investment vehicles. There’s no such thing as a one-size-fits-all approach when it comes to what works for you. Your priorities are our priorities when it comes to a comprehensive approach to financial planning. We consider every option available for building and preserving your wealth.
TAKING ACTION IS VITAL TO YOUR SUCCESS, READY TO GET STARTED?
MARKET COMMENTARY
Thoughtful insight on market news
LPL RESEARCH
Helpful documents provided by LPL
RESOURCE LIBRARY
Articles, videos, and more for you
BLOG
Stay up to date on the latest news
ASK ABOUT OUR SECOND-OPINION SERVICE
Our Second-Opinion Service is a time-tested process we use to determine where you or your loved ones are now and where you would like to go by analyzing your financial situations and identifying any gaps that need to be filled. It never hurts to know more, and we want to help you and the ones you care about make informed decisions
There is an old adage: "If you fail to plan, you plan to fail." This is especially true when considering how to retire comfortably. No matter where you are in your career, now is the time to begin working with a dependable financial planning service that can help you identify your assets, clarify your goals, and meet your long-term needs.
Testimonials
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My husband and I have been loyal clients for many years. We have entrusted our financial well-being to them, and their guidance has been invaluable. We can confidently say that their expertise has played a pivotal role in securing our family’s wealth. As a business owner, trust is of utmost importance, and they have that from us 100%. One thing that sets them apart is their ability to build enduring relationships, and they have done that across generations in our family. Their dedication and financial acumen have made them an indispensable part of our family's financial journey, and I wholeheartedly recommend their services to anyone seeking expert wealth management.
Susan and Joe
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As parents of young children, making sure the family was protected and set up for the future was a necessity. The relationship that was built was an amazing foundation for the planning process. It didn’t feel scripted or that we were just being sold a product. The whole process was seamless and put us both at ease. We felt like our needs and wants were understood and that a true plan was put in place that we know the family is on the right path financially. We have never had anyone truly take the time to get to know what we want and then help us understand how the pieces of the financial puzzle fit together. We can’t thank them enough.
Nat and Hannah
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As a single nurse I was not ever educated on what I should do with my money. I was able to sit down with a Sovereign Advisor who was able to walk me through the basics of finance, learn my goals, fears, and desires financially and customize a plan to help me. They were able to take all the pieces of my financial situation and put it all together. Being able to know that everything is working together to make sure that I get ahead financial has lifted a huge burden off me. I can't recommend them enough!
Haley
Meet the Team
Lawrence Lowe
Financial Advisor
Scott Parrish
Financial Advisor
David Suderman
Financial Advisor
Mitch Stevens
Financial Advisor
Paul Wagner
Financial Advisor
FINANCIAL FREEDOM BOOKLET
Financial freedom doesn’t have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice
