Sovereign Wealth Management
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
Hired 1 time
3 employees
8 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
Reviews
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PDB
paul d B.
Byron was professional, kind, knowledgeable, and sensitive to my current situation and helped me out of a serious situation with my taxes. I appreciate All that he done for us. Thanks Byron, Awesome work. You are an asset to your company.
Paul D Brooks Jr
USMC
July 18, 2026
Services offered
Financial Services And Planning
Individual Tax Preparation