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.