About Jeffrey Truchon
Jeff’s professional Background & Experience
Jeffrey Truchon is the founder of Sovereign Wealth Management and a thoroughly experienced independent financial advisor. With a degree and background in business management, Jeffrey has a deep understanding of the corporate world and decided to utilize that knowledge and experience to become a financial advisor in 2016. He has received his Life and Health Insurance License and Series 65 Securities license, enabling him to provide valuable financial advice to his clients.
Over the course of Jeffrey’s financial career, he has been featured in publications such as Fortune Magazine, Entrepreneur Magazine, and Bloomberg Businessweek. He has also been featured on The Howie Carr Radio Show, The Financial Safari Radio Show, and The Retire Now Television Show.
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Jeffrey is incredibly passionate about financial independence and is dedicated to helping individuals and families across the State of Maine achieve their financial goals. He takes pride in being born in Maine, educated in Maine, and now giving back to the community by helping individuals and families across the State with their finances. He treats his clients as family and strives to build a strong level of trust with them by providing a high level of service and commitment. He is dedicated to helping his clients maintain and protect their life savings for themselves and their families.
What to learn more? You can learn more about Jeffrey’s professional history on his LinkedIn Profile.
Jeff’s Family & Personal Story
Jeffrey Truchon is a dedicated family man, born and raised in Greene, Maine. He attended Leavitt High School and received his bachelor’s degree in Business Management from Husson University. Jeffrey has been married to his wife Amy since October 2016, and they have two young children together.
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As a family, they take pride in their Maine roots and their ability to find not only professional success in Maine but also the ability to give back and leave the State a better place for future generations. In his time, he enjoys spending time with his loved ones and cherishes the memories they make together.
The Importance of Supported Independence
As fiduciary wealth managers, we at Sovereign Wealth Management take pride in the freedom and autonomy that comes with being an independent firm that works with several different investment partners. This allows us to provide our clients with the best possible service and tailor our approach to each individual’s unique needs and goals.
Our ability to work with multiple platforms gives us access to a wide range of investment options, including traditional and alternative investments, as well as the latest in technology and research. This diversification allows us to build portfolios that are specifically designed to weather market fluctuations and provide long-term growth.
In addition, as firm owners, we have a vested interest in our clients’ financial success. We work closely with them to understand their needs and design a customized investment strategy that aligns with their short and long-term goals. We are committed to providing transparent and honest advice and always act in our clients’ best interests.
We believe that combining our independence, expertise, understanding of alternative assets, and focus on our clients’ best interests sets us apart as wealth managers. We strive to be considered family by our clients, working hard to build a strong level of trust and provide a high level of service and commitment.