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Sovereign Wealth Office
Home
About
Private Wealth Management
Family Office Services
Consulting Services
Get Started
Home
About
Folder: Services
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Private Wealth Management
Family Office Services
Consulting Services
Get Started

Sovereign Wealth Office LLC is a registered investment adviser offering advisory services in Florida, Georgia, and other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The firm operates on a fee-only basis and does not receive commissions or sell proprietary products. Client assets are held at Charles Schwab & Co., Inc., a FINRA/SIPC member. Sovereign Wealth Office does not take custody of client funds or securities. Investments are not FDIC-insured, are not bank guaranteed, and may lose value.

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