Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion.
You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals.
Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track.
Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets.
We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.
I enjoy helping people reach their goals and attain financial freedom.
Good information in non-technical terms with no sales pressure. Very useful written reviews of telephone sessions that cover our investment strategy and results. I have been with this team for 30+ years.
Their attentiveness and flexibility...Gary has the ability to drill down into details, forecasts, and nuances of the market, and he can also give a big picture analysis. Each meeting I am provided with an indepth array of charts and comparisons-he is at once very professional and personable. Good location, good parking near Tyson's complex. Highly recommend Sovereign!
Gary is very personable, professional and of course knowledgeable as our financial advisor over the past five years
Gary is very knowledgeable and easy to talk to. He always listens to what's important to you.
Before making any recomendations we want to make sure we go through a thorough discovery process to enable us to fully understand what our client's needs really are. Once we have that understanding, we craft a custom strategy and present it to our client. If the client agrees to the plan, we execute on the strategy. Then it is on the the monitoring stage as we manage to our client's goals and update the plan over time as the plan matures with the client and their goals.
I Have 15 years of Experience as a Wealth Manager/Financial Planner. I hold the Chartered Financial Analyst Designation as well as a Bachelor's Degree in Finance. I am fully licenced to advise clients on Investments as well as Insurance.
In general clients pay 1% per year for our services, if under $500,000 in assets, our fee rates go down as the amount of assets under management goes up. We will beat other full service firms by 10% if such an offer is brought to us.
Some clients prefer to pay an hourly rate or pay commissions instead of an ongoing fee on assets, and we can work that way as well.
I have always wanted to help investors build their Net Worth and work toward the ideal of Individual Sovereignty.
Retirees, businesses, business owners, young families, people who are in the 40's and 50's and seriously thinking about their retirement plan.
Review several advisors and see with whom you have the best chemistry and the greatest understanding in terms of the way they provide their service.
Think about what your goals are financially. How much guidance you think you will need. How comfortable you are with losses in the market. What fee level or fee structure (ongoing fees, hourly fees or commissions) are most agreeable with you.