Sovereign Wealth Advisors, LLC

Sovereign Wealth Advisors, LLC Sovereign Wealth Advisors provide a positive and enriching experience for each of our clients. Securities offered through LPL Financial, Member FINRA/SIPC.

Investment advice offered through Sovereign Wealth Advisors LLC, a registered investment advisor. Sovereign Wealth Advisors LLC and Sovereign Investment Group LLC are separate entities from LPL Financial. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial pro

fessionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

πŸ¦ƒ Happy Thanksgiving! πŸ‚Our office will be closed Thursday, November 27 through Sunday, November 30 so our team can enjoy...
11/26/2025

πŸ¦ƒ Happy Thanksgiving! πŸ‚
Our office will be closed Thursday, November 27 through Sunday, November 30 so our team can enjoy the holiday with family and friends. We will reopen on Monday, December 1 with regular business hours.

Wishing you and your loved ones a warm, joyful Thanksgiving filled with gratitude and celebration. 🧑

We are thrilled to share that Michael B. McMahon, MBA and his firm VWM Advisors have joined the Powered by Sovereign Net...
10/01/2025

We are thrilled to share that Michael B. McMahon, MBA and his firm VWM Advisors have joined the Powered by Sovereign Network. Michael will continue serving as President of VWM Advisors while partnering with us to bring even greater resources, strategies, and personalized service to his clients.

Please join us in welcoming Michael and VWM Advisors to the Sovereign network!

Welcome Brigette!Brigette Bazil began her financial career with Edward Jones in her hometown of St. Louis, Missouri. In ...
09/26/2025

Welcome Brigette!

Brigette Bazil began her financial career with Edward Jones in her hometown of St. Louis, Missouri. In 2017, she and her family relocated to Houston, where they have enjoyed living ever since.

With more than nine years of experience in the financial services industry, she has developed a strong focus on the operational side of the business. She thrives on delivering exceptional service, building lasting relationships, and ensuring that both clients and Financial Advisors receive the care and attention they deserve. Her work often centers on streamlining processes and solving problems to keep operations running efficiently.

Outside the office, she enjoys spending time with family and friends. Visiting her twin daughters at Purdue University and the University of Georgia is always a highlight, especially when it coincides with a football game.

We were excited to host John Speicher from Gabelli in our office this week. His insights help our advisors stay sharp so...
09/16/2025

We were excited to host John Speicher from Gabelli in our office this week. His insights help our advisors stay sharp so we can keep delivering smarter strategies and better outcomes for our clients.

"Gen Z Trusts Advisers, But AI Skills Matter"
09/05/2025

"Gen Z Trusts Advisers, But AI Skills Matter"

Graduates entering the workforce trust human advisers more than AI tools with their financial planning. But AI can still enhance the client/adviser relationship.

"Stocks hit all-time highs as US economy grows faster than expected on strong consumer spending, AI investments"
09/03/2025

"Stocks hit all-time highs as US economy grows faster than expected on strong consumer spending, AI investments"

US gross domestic product – which measures spending on goods and services – expanded at a 3.3% annual pace from April through June, the Commerce Department said Thursday.

Big thanks to Keegan Gregory from Pacer for stopping by with lunch and sharing valuable updates on their product offerin...
09/02/2025

Big thanks to Keegan Gregory from Pacer for stopping by with lunch and sharing valuable updates on their product offerings! πŸ΄πŸ“Š

Keeping our advisors informed means we can continue bringing fresh ideas and smart solutions to our clients β€” and that’s what it’s all about. πŸ™Œ

09/01/2025

Celebrating 20 years of growth, grit, and gratitude! πŸŽ‰

Thank you to our incredible team, clients, and community for being part of this journey. Here’s to the next chapter and the next 20 years ahead! πŸ’™

Our office will be closed on Monday, September 1st, in honor of Labor Day.Wishing everyone a safe, restful, and enjoyabl...
08/30/2025

Our office will be closed on Monday, September 1st, in honor of Labor Day.

Wishing everyone a safe, restful, and enjoyable holiday! 🌟

We’ll resume normal business hours on Tuesday, September 2nd, 2025.

Thank you to Steve Guerra from Penn Mutual for meeting with our team to review product updates and discuss how they can ...
08/28/2025

Thank you to Steve Guerra from Penn Mutual for meeting with our team to review product updates and discuss how they can fit into different financial planning scenarios. Staying current helps us better evaluate solutions for our clients.

Address

3120 Southwest Freeway, Suite 500
Houston, TX
77098

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17135273400

Alerts

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