Sovereign Wealth Management Inc
Financial Services - Burlington, ON, CA
Sovereign Wealth Management Inc Employees
Geoff Milson
Financial Advisor / Investment Representative at SOVEREIGN WEALTH MANAGEMENT INC.
Theresa Pellizzari
Financial Security Advisor & Investment Representative
Sovereign Wealth Management Inc Senior Management
Sovereign Wealth Management Inc Details
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.
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