Sovereign Wealth Management
Services offered
Personal Financial Planning
Financial Services - Free Consultation
30 mins
Schedule a free consultation to discuss your financial goals and determine which planning services best suit your needs.
Free
Financial Services - Investment Portfolio Review
1 hr
Evaluation of your current investment accounts for performance, diversification, and alignment with your goals.
Free
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
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds
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