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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Sovereign Investment Group Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Sovereign Investment Group Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our process is driven by delivering trust, transparency and accountability so you can pursue your long-terms goals and objectives. Learn More

Risk Management

We want to help mitigate your risk so you are prepared in the event of a negative life event. Learn more

Tax Planning

We will work with your Accountant to come up with proactive suggestions to help you save money based on your tax returns and maximization of your retirement plan. Learn more

Wealth Planning

We also offer complimentary focused planning services which utilizes your family index number to drive personalized cash-flow and risk management planning. Learn more

Estate Planning

Our team of professionals can help you determine how you’d like your assets distributed and help you understand estate law. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Understanding Today’s Financial Environment

Welcome. We are Sovereign Investment Group, a financial organization in the Lake Norman area. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have nearly 100 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Contact one of our financial advisors to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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Our Locations

Sovereign Investment Group Wealth Management is headquartered in Mooresville, North Carolina. Contact us today to speak with a wealth advisor or financial professional.

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Insights

 Sovereign Investment Group Wealth Management’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary – August 19, 2019

Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions. Read more

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Monthly Newsletter
3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers. Read more

529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska
Blog
How a 529 College Savings Plan Can Help ...

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Video
How to Start Building Your Retirement Plan

How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started.

Watch this video to help ensure you’re on track toward retirement. Read more

forbes
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Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

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  • Should you invest in a Roth or Traditional IRA?

    By Beth Schanou, JD

    Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat. There are options which are satisfying in the short-term but may necessitate a more vigorous workout later to compensate. Read more

Weekly Market Commentary