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. Her expertise with wealth and risk management focuses on client’s goals and values allowing Whitney to build high levels of trust and establish multi-generational relationships. The firm is ever-growing with 4 full-time financial advisors.
As a firm, Sovereign values the client first and foremost, which signifies that confidentiality, security, stewardship and knowledge are at the core of Sovereign’s philosophy. We endeavor to remain positive and proactive throughout our client relationships, while building and protecting wealth with passion, strength and integrity.
Company Details
- Employees
- 3
- Founded
- 2004
- Address
- 627 Guelph Line, Burlington,ontario,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sovereignwealth.ca
- HQ
- Burlington, Ontario
- Competitors
- Spiring Wealth Management, Designed Wealth Management, Cardinal Point Wealth Management, ULC, FORTÜNA Wealth Management, Cumberland Private Wealth Management Inc., Brightview Wealth Management, De Thomas Wealth Management, Baskin Wealth Management, Weston Wealth Management, Kelson Wealth Management.
Sovereign Wealth Management Inc Questions
Sovereign Wealth Management Inc's website is sovereignwealth.ca
Sovereign Wealth Management Inc's LinkedIn profile is https://ca.linkedin.com/company/sovereignwealth
Sovereign Wealth Management Inc has
3 employees.
View email and phone details for 3
employees at Sovereign Wealth Management Inc.
Sovereign Wealth Management Inc's industry is
Financial Services
Sovereign Wealth Management Inc's top competitors are
Spiring Wealth Management,
Designed Wealth Management,
Cardinal Point Wealth Management, Ulc,
Fortüna Wealth Management,
Cumberland Private Wealth Management Inc.,
Brightview Wealth Management,
De Thomas Wealth Management,
Baskin Wealth Management,
Weston Wealth Management,
Kelson Wealth Management.
Sovereign Wealth Management Inc's categories are Financial Services
Sovereign Wealth Management Inc's founding year is 2004
