Sovereign Wealth Management Inc

Sovereign Wealth Management Inc

Financial Services Burlington, Ontario, Ca 3 employees
Employees
3
Contacts
1
Emails
1

Sovereign Wealth Management Inc Overview

Headquarters
Burlington, Ontario, Ca
Industry
Financial Services
Employees
3
Founded
2004
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Sovereign Wealth Management Inc

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.

Sovereign Wealth Management Inc Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Sovereign Wealth Management Inc Org Chart

Sample employees and titles
Name Title Contact
Benjamin Takacs Investment Associate at Sovereign
Email
Geoff Milson, B.a. Chief Operating Officer at Sovereign
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Whitney Hammond Cfp Clu Implementing Wealth Building Strategies
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Employees by Management Level

Associate / junior 3 profiles
Executive 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1

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