Sovereign

Wealth Management

A Maine based Independent Fiduciary Financial Advisor

WELCOME TO Sovereign Wealth Management

At Sovereign Wealth Management, our approach to wealth management is centered around putting our clients’ needs and goals first. We take on the role of a fiduciary, meaning that we are legally bound to act in our clients’ best interests at all times. Our goal is to help our clients build, preserve, and protect their wealth over the long term. We believe in providing a personalized, comprehensive service that takes into account our clients’ unique financial situations, risk tolerance, and goals.

We use a range of investment platforms and strategies to tailor our clients’ portfolios to their specific needs, and we work closely with our clients to develop a plan that will help them achieve their financial objectives. We are committed to providing transparent and honest advice and to helping our clients navigate the often intimidating world of investing.

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GET IN TOUCH

What Exactly Does “Fiduciary” Mean?

A fiduciary is someone who manages money or property for someone else. This includes a legal obligation to act in their best interest at all times rather than prioritizing our own gain. We take this responsibility seriously and strive to make the best decisions for the financial well-being of our clients. As a firm owner who works with several different investment platforms, we have the supported independence to choose the best options for each individual client rather than being limited to a single company’s offerings. This allows us to tailor our services to best suit the unique needs and goals of each client.

Financial Management Services

Retirement Planning

Retirement Planning is an essential component of a comprehensive financial plan. It involves creating a strategy to ensure a comfortable and secure financial future after leaving the workforce. At Sovereign Wealth Management, our experienced advisors help clients assess their retirement goals, current financial situation, and potential risks. We then create a personalized plan that incorporates retirement savings and investment strategies, Social Security optimization, and estate planning. Our goal is to help our clients transition into retirement with confidence, knowing that their financial future is secure.

Money Management

Money Management is the process of effectively managing one’s financial resources to achieve specific goals. At Sovereign Wealth Management, our experienced professionals help clients take control of their finances and make informed investment decisions. Whether you’re looking to grow your wealth, protect your assets, or plan for retirement, our comprehensive money management services can help you reach your financial objectives. With a personalized approach to wealth management, our team is dedicated to helping you make smart, informed decisions that will secure your financial future.

The Retirement Transition

Retirement Transition is a comprehensive service offered by Sovereign Wealth Management to help clients smoothly transition into retirement. Our team of experts will guide you through the Social Security, budgeting, and income planning process to help you make informed decisions about your finances and future. We’ll work with you to create a personalized plan that takes into account your financial goals and lifestyle aspirations, ensuring a comfortable and stress-free transition into your golden years. Whether you’re preparing for a planned retirement or facing an unexpected change, we’re here to help you every step of the way.

Bitcoin Investment

Bitcoin investment is a way to get exposure to the growing asset class of Bitcoin with the guidance of Sovereign Wealth Management. Our expert team invests in companies with significant holdings of Bitcoin, providing a secure, zero-expense, regulated investment opportunity without the hassle of self-custody.

Estate Planning

Estate planning is a critical aspect of financial planning that involves organizing and preparing for the distribution of your assets after you pass away. It helps ensure that your loved ones are taken care of and your wealth is protected according to your wishes. At Sovereign Wealth Management, we work closely with estate planning experts who will work with you to create a comprehensive plan that considers your unique circumstances and goals. Whether you’re looking to minimize taxes, protect assets, or ensure your legacy, our estate planning services provide the guidance you need to make informed decisions and secure your future.

Our Blog

Learn the latest about Sovereign Wealth Management’s offerings, news we feel is important, and information you need to build your own sovereign wealth in our blog.

Ready to Get Started?

Are you ready to take control of your financial future? Reach out and schedule an appointment to discuss how Sovereign Wealth Management can help you work towards true financial independence with our comprehensive fiduciary services today.