Sovereign Wealth Management, Inc. is an independent Registered Investment Adviser (RIA) firm based in Fort Lauderdale, Florida. The company operates under a strict fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core business revolves around providing personalized financial planning, investment management, retirement planning, and estate planning services. The firm emphasizes a long-term, disciplined investment approach tailored to the unique financial goals and risk tolerance of each client, primarily serving high-net-worth individuals and families.

Founded in

Canada