Our Partners & Products

Our aim is to provide our clients with confidence and peace of mind by understanding their evolving estate planning needs and providing customized solutions. These invaluable partners are a key asset in making Sovereign Wealth Management’s estate planning services as comprehensive and legally sound as possible.

We choose Charles Schwab Investment Services as a financial service partner because, from its inception, Charles Schwab has been unwavering in its commitment to investors and those dedicated to serving them. Schwab was founded on the revolutionary idea of prioritizing the client and continuously seeks innovative ways to enhance the client experience and empower individuals to take charge of their financial futures.

This commitment extends across all income levels and life stages, rooted in the belief that investing is essential not only for individuals and their families but also for the well-being of society at large. With over 45 years of expertise, Charles Schwab blends cutting-edge technology and human insight to offer a contemporary, full-service approach to investment management.

Ultimately, we feel that Schawb’s mission is aligned with our own, encapsulated by their guiding principle: “Own your tomorrow.”

FundStrat’s RIA & Wealth Management Research service is an ideal addition to Sovereign Wealth Management’s select range of financial services. It offers advisors comprehensive, institutional-quality research, including custom insights and stock recommendations.

This service is designed to support advisors in delivering enhanced market strategies and client satisfaction through advanced analytics, macroeconomic, and digital asset strategies. It provides a significant competitive edge, aligning with Sovereign Wealth’s commitment to leveraging innovative tools and partnerships to offer clients superior financial planning and investment solutions.

For further details, explore Fundstrat’s RIA & Wealth Management Research.

Right Capital is a comprehensive financial planning and management tool offered by Sovereign Wealth Management to its clients. It provides clients with personalized financial plans, investment advice, and ongoing support to help them reach their financial goals. With Right Capital, clients can track their spending, set and monitor their financial goals, and receive personalized recommendations on optimizing their finances. The platform is user-friendly and designed to help clients take control of their finances, making it an important tool in the journey to financial independence and security.

Blue Leaf is a cutting-edge digital platform offered by Sovereign Wealth Management to help clients manage their finances in one convenient place. With Blue Leaf, clients can access their portfolios, track their investments, and get real-time insights into their financial health. The platform also offers easy-to-use tools for budgeting, goal setting, and cash flow management, allowing clients to make informed decisions about their money. Whether you’re a beginner or a seasoned investor, Blue Leaf offers a user-friendly and comprehensive solution to help you reach your financial goals.