Sovereign Wealth Partners

Financial Services - Sydney, NSW, AU

Sovereign Wealth Partners Employees
Jeffrey Wrightson

Managing Partner & Principal Adviser

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Christopher Forrest

Senior Partner and Principal Adviser

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Nina Kazmierczak

Partner and Principal Adviser

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Sovereign Wealth Partners Details

Sovereign Wealth Partners is part of the new wave of small, autonomous and fast growing companies drawing on world class resources and their wealth of experience, to provide elegant and agile financial advice for private clients and not-for-profit organisations.Sovereign Wealth Partners was founded in July 2015 by four professional advisers with a vision to challenge conventional wisdom in financial services and provide a great financial advice experience for their clients. Together the founders have more than seventy five years' experience in wealth management, most recently, as colleagues in the development and growth of the Wealth Management practice of Macquarie Private Wealth.The core of our service is to design and build financial pathways to solve the issues of money, planning and advice – all essential ingredients in the pursuit of meeting your aspirations. Our purpose is to empower and assist our clients so they have the confidence to achieve more.

Sovereign Wealth Partners logo, Sovereign Wealth Partners contact details
Website: sovereignwp.com
Employees: 5 - 9
HQ: N/A
Location: Sydney, NSW, AU
Revenue: Not Available
N/A
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Sovereign Wealth Partners is a financial services company located in Sydney, Australia. Founded in 2015 by four experienced financial advisers, the company aims to challenge conventional wisdom in the industry and provide elegant and agile financial advice for private clients and not-for-profit organisations. With a combined experience of over 75 years in wealth management, the founders have a deep understanding of the financial landscape and are committed to providing personalised services that meet the unique needs of their clients. At Sovereign Wealth Partners, the team designs and builds financial pathways to help clients solve issues related to money, planning, and advice. Their purpose is to empower and assist clients to achieve their aspirations with confidence. With a focus on providing a great financial advice experience, the company has established itself as a trusted partner for those seeking expert guidance in managing their wealth.

Sovereign Wealth Partners is a new company that helps people and organizations manage their money. They want to do things differently than other financial companies, and they want to give their clients the best advice possible. The people who started the company have a lot of experience in wealth management, and they worked together before at a different company. They want to help their clients achieve their goals by creating personalized financial plans and giving them the tools they need to make informed decisions about their money. They want their clients to feel confident and in control of their finances, so they can focus on what's important to them.

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