Sovereign Wealth Management
New
Offers online services
New
Offers online services
About
I have over 15 years of experience in the industry and working in all various aspects of it. I customized, personalized and tailored my approach to what is needed by the customer. More often than not, it would be one of or a combination of four major areas;General Financial Planning, Titling or beneficiary designation, Investment or Retirement planning. I have the experience or capability to handle this or other specialized areas.
I love working with people and making a difference in their lives. A lot of financial planning directly affect peoples lives in significant ways.
Highlights
3 employees
6 years in business
Serves Columbia , MD
Offers online services
Specialties
Special tax situations
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Employment status
Customer is self-employed, Customer is not self-employed
Filing status
Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child
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Services offered
Individual Tax Preparation
Financial Services And Planning