SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA - Vienna, Virginia

Sovereign Wealth Management

Sovereign Wealth Management is a leading financial planning services company located in Tysons, Vienna, DC, MD, VA. They offer comprehensive financial advisor services to help clients secure their financial future. Their offices are conveniently located at 8229 Boone Blvd Suite 760, Vienna, VA 22182. You can reach them by phone at 033107255 or visit their website at sovereign.global.

The team at Sovereign Wealth Management specializes in financial planning, financial consulting, investment services, and stock brokerage. They have the expertise to help clients achieve their financial goals, whether it's saving for retirement, investing in the stock market, or planning for major life events.

In addition to their professional services, Sovereign Wealth Management is committed to providing a welcoming and inclusive environment for all clients. Their office features wheelchair accessible entrance, parking lot, and restrooms, and they are an LGBTQ+ friendly business. Appointments are recommended but not always required.

With a 5/5 rating based on 11 reviews on Google My Business, Sovereign Wealth Management has earned a stellar reputation for their quality services. One client, for example, praised the comprehensive and personalized approach of their financial planner, Gary, who 'truly cares about my financial well-being.' Another client appreciated the 'efficient and effective' service they received from the team.

Whether you're looking to start investing, plan for retirement, or simply get your financial affairs in order, Sovereign Wealth Management has the knowledge and expertise to help you secure your financial future. With their commitment to personalized service and customer satisfaction, it's no wonder they're one of the top financial planning services in the area.

Key Features and Services

• Financial planning
• Financial consulting
• Investment services
• Stock brokerage

Location and Contact Information

Address: 8229 Boone Blvd Suite 760, Vienna, VA 22182
Phone: 033107255
Website: sovereign.global

👍 Reviews of SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA

Claire V.

5/5

I have been working with Gary and Sovereign for several years now, and have nothing but great things to say about the qualify of their work. The review meetings are comprehensive, covering all aspects of my financial life. The meetings flow naturally from one to the other. I really feel like Gary knows me very well and truly cares about my financial well being. What else can you ask for from a Financial Planner. I would recommend Gary and his team to anyone!

Carol K.

5/5

I met with David and Alex this week and was absolutely impressed with the plan they put together for me. They came up with a plan that very specifically meets MY needs and keeps me in y comfort zone. There was no pressure. I walked in wondering whether I would get a "sales pitch" but my concern was unfounded. They had listened to my needs, reviewed my assets, and totally kept me in my comfort zone with recommendations that address my specific needs. I look forward to working with them long term

Julia K.

5/5

Gary Korolev became my financial advisor at the recommendation of two friends. Working with him on getting my financial house in order has been very productive and helpful. He provided me with my complete financial overview including a financial plan to ensure a future comfortable retirement. He has also given me several Long Term Care insurance options to consider and continues to take my current and future needs into account. He listens, and makes recommendations, and allows me to have a say - so it really feels like team work. He also provides investment advice based on the market trends for my portfolios, and his advice is paying off! I like that he goes the extra mile to take care of his clients. And because of all the aforementioned I would recommend Gary wholeheartedly.

Alexandra M.

5/5

Gary is very knowledgeable; at once professional and personable. Every meeting is well prepared and documented to help me understand complexities and choices. He is able to simplify and/or go into details--he listens carefully and responsively to my ideas and goals, and makes good and nuanced suggestions. He has a high EQ (emotional intelligence quotient) I highly recommend Sovereign!

sandye N.

5/5

My husband and I are very happy with Gary. My husband and I have separate accts and very different goals. Gary does a great job of keeping us in the loop, yearly reviews or more,
returns all calls or emails promptly. We have moved my elderly Mom's acct to him (with sibs approval) and our 4 grandkids 529s.

Michael A.

5/5

My wife and I have used several financial services over the years, and as modest investors never really felt comfortable in our position with these firms. That has changed since we moved to Sovereign Investing. They do not appear to have a company bias towards any particular market sector or fund type. We feel very satisfied with our market conversations, and the technical details provided to us by our financial planner.

Marina H.

5/5

Recently I found I had to consolidate and simplify my financial investments into a coherent and understandable portfolio. This Sovereign has tackled and achieved with great success. Sovereign went to great length to explain every detail and showed impressive patience in answering all my questions and concerns. I highly recommend Sovereign to anyone looking for professionalism and integrity.

Jan B.

5/5

Sovereign staff put my mind at ease by pulling all the aspects of our finances together in one place. I no longer have the concern of keeping track of our small investment portfolio and rebalancing. I trust the investment advisors at Sovereign and strongly encourage anyone with any size portfolio to do the same.