Take a step toward
peace of mind.

Schedule a Complimentary Discovery Call

The first step in working with us is to book a complimentary discovery call. We'll use this time to learn more about your goals, explain our services and process, and answer any questions you have about working with Sovereign.

The Sovereign Process

Financial planning is an ongoing partnership that evolves with you. We take a personalized, disciplined approach to creating strategies that reflect your priorities, adapt to change, and support your long-term goals.

  • Step 1: Complimentary Discovery Call Consultation

    We begin with an initial consultation to understand your goals, priorities, and current financial picture. We’ll outline our approach and services, answer your questions, and help determine whether Sovereign Wealth Office is the right fit for your needs.

  • Step 2: Design & Coordinate Your Financial Plan

    We present a financial plan aligned with your goals and designed to simplify your financial life. Once approved, we coordinate with the other professionals you work with to ensure a seamless process. You receive a clear action plan outlining each step.

  • Step 3: Investment Strategy & Goal Development

    After developing your financial plan, we create and implement a customized Investment Policy Statement aligned with your overall strategy. We guide you through each recommendation so you understand your investments as we put your strategy into action.

  • Step 4: Monitoring & Ongoing Financial Support

    Once your plan is established, we track progress and keep you informed. We maintain regular communication so you feel confident as markets change. As your financial needs evolve, we adjust your strategy to ensure your plan remains aligned with your priorities.

Frequently Asked Questions

We know that choosing a financial planning team is an important life decision. As you navigate that process, here are a few helpful details about Sovereign Wealth. 

If you have additional questions, please contact us here.

  • As a truly independent firm serving as your legal fiduciary at all times, our only income comes from our clients (as opposed to coming from investment or insurance company when recommending their products).

    To best serve the diverse needs of our clients and drive accessibility, we offer three compensation models.

    Wealth Management Services

    Our most traditional model is an asset management service. For this service, our fees are always 1% or less of your investment portfolio under our management. This service includes design, implementation, and ongoing monitoring of your investment portfolio. If these assets are $500,000 or greater, we offer complimentary ongoing financial planning at no additional cost.

    Financial Planning

    If you would prefer to engage Sovereign for creation of a financial plan but implement the plan and manage assets yourself, we offer financial planning services at a fixed annual rate. The fee for these services varies with complexity but typically falls in a range of $4,000-$8,000 per year. Payment is typically charged as an ongoing monthly fee. All payment, term, and scope of work are agreed upon prior to engaging our services. No surprises.
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    Consultation

    If you would like to focus our work to one specific topic, we are happy provide advice on a project basis. All payment, term, and scope of work are agreed upon prior to engaging our services.

  • We are located in St. Augustine, FL but our service model is not limited by physical office space. We proudly serve clients across the US.

    Sovereign’s virtual family office approach means we want to meet you where you are most comfortable. Wether that is over web conference or phone call, at our office space, or at your home.

    We offer both in-person and virtual meetings.