At Sovereign Wealth Management each individual case is examined to ensure proper fit and the best possible solution. With a profound understanding of each client's needs and desires, Sovereign Wealth creates solid financial and estate plans customized to each client and their financial wellbeing. We are experienced at understanding your complex situation.
Our strong work ethic and client centric focus enable our team to deliver proactive and confidential service to our cherished clients. We build lifeboats and legacies with Business Owners, with Executives and with Families. Our services begin with an understanding of what each client is looking to accomplish.
Our strong work ethic and client centric focus enable our team to deliver proactive and confidential service to our cherished clients. We build lifeboats and legacies with Business Owners, with Executives and with Families. Our services begin with an understanding of what each client is looking to accomplish.
Services
Team
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Whitney Hammond has been in personal practice since 1997. She desired to own and operate her own private wealth firm and launched Sovereign Wealth Management in 2004. Working closely with clients' accounting, tax and legal advisors, Whitney helps clients understand and select will planning, testamentary trusts, tax deferral and asset accumulation strategies.
Process
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Perform financial modeling of income, expenses and asset growth throughout the remainder of your life. Recommend strategies to consider or review with other advisors, always in the context of the financial modeling that moves these strategies from 'academic' to the 'real world'. Educate our clients about alternative solutions to the issues and opportunities identified.
Business Owners
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We attract dynamic business owners who are on a mission and strive to be an expert in their field. They are looking for the same; an expert in the field of business planning, tax and estate planning, succession planning and wealth trajectory planning.
We specialize in flushing wealth from the corporation to the next generation; protect corporate shares, intergenerational wealth transfers, building estates, tax planning for share transfer, wealth trajectories, estate planning, succession planning and testamentary trusts.Confidentiality, security, stewardship and knowledge are at the core of Sovereign's philosophy.
We specialize in flushing wealth from the corporation to the next generation; protect corporate shares, intergenerational wealth transfers, building estates, tax planning for share transfer, wealth trajectories, estate planning, succession planning and testamentary trusts.Confidentiality, security, stewardship and knowledge are at the core of Sovereign's philosophy.
Families
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We attract families with a keen desire to be taken care of by preserving and extending their wealth; families who want to know that they will be ok. They are looking for the next level of planning and feel appreciative for the level of comfort we can provide in building them a solid foundation and future.
Financial Plans & Tax Shelters
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We map out your wealth trajectory modeling income, expenses and asset growth throughout the remainder of your life. Our financial plans are easy to read and become a reference resource on your bookshelf whenever a new decision in planning evolves.
With exceptional knowledge in wealth accumulation and preservation, we coach clients to build solid financial plans which include tax and estate plans, testamentary trusts, tax sheltered growth plans and, for business owners, comprehensive succession plans and exit strategies.
With exceptional knowledge in wealth accumulation and preservation, we coach clients to build solid financial plans which include tax and estate plans, testamentary trusts, tax sheltered growth plans and, for business owners, comprehensive succession plans and exit strategies.
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