What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Sovereign Advisors

Home
United States
New York, NY
Sovereign Advisors

Call Directions Website Contact the business

SFG is an SEC Registered Investment Advisory firm. Please see disclosures at https://www.sfgroupinc.com/disclosures Planning First. Fiduciary Always.

Sovereign Advisors is an independent wealth management firm helping individuals and families connect every part of their financial lives through one coordinated strategy. We start with your goals, income needs, timeline, and priorities, then build a financial plan that guides your investment decisions and evolves as your life changes. Every advisor on our team follows a fiduciary standard, with a legal and ethical obligation to act in your best interest. Our services include:

• Financial planning
• Investment management
• Tax planning and preparation
• Estate planning coordination
• Insurance analysis
• Lending solutions
• Cash management

Through our Virtual Family Office approach, we coordinate your investments, taxes, estate planning, and insurance. We can work with your existing CPA and estate attorney or connect you with our nationwide network of professionals. Our planning-first, cash-flow-based SequenceShield™ process aligns your investment strategy with when you’ll need your money and what you need it to accomplish. We serve clients nationwide, meeting in person or virtually, and typically work with individuals and families with $500,000 to $10 million in investable assets. Learn more at sovereignadvisors.com. Advisory services provided through Sovereign Financial Group, Inc., an SEC-registered investment advisor.

10/16/2026

Most of us know the basics: save consistently, avoid emotional decisions, think long term.

𝗧𝗵𝗲𝗻 𝗿𝗲𝗮𝗹 𝗹𝗶𝗳𝗲 𝗵𝗮𝗽𝗽𝗲𝗻𝘀.

Markets fall. A friend shares an investment idea. Spending creeps up. Fear makes us want to act. Excitement makes an opportunity feel more urgent than it is.

𝗧𝗵𝗮𝘁’𝘀 𝘄𝗵𝗲𝗿𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝘀𝗼 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁.

Knowledge can help you build a plan. Your habits, reactions, and decisions help determine how well you stick with it when circumstances change.

Sometimes the most valuable question isn't “What should I know?” but “How am I likely to respond when the decision gets difficult?”

𝗦𝗽𝗲𝗮𝗸 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 𝘁𝗼 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗮𝗻𝘀𝘄𝗲𝗿 𝘁𝗵𝗼𝘀𝗲 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 by scheduling time on our calendar linked below. 🗓️

10/15/2026

Tax planning can change what you keep from your retirement income, and when you receive or withdraw money matters.

𝗔𝘁 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀, 𝘄𝗲 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘁𝗮𝘅𝗲𝘀 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝘆𝗼𝘂𝗿 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗽𝗹𝗮𝗻 𝘀𝗼 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗺𝗮𝗱𝗲 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿𝘀 𝗮𝗵𝗲𝗮𝗱.

That includes:

• Understanding your tax brackets and coordinating withholding
• Deciding which accounts to draw from, and in what order
• Planning around required minimum distributions, Social Security taxation, and Medicare premiums
• Evaluating Roth conversions, equity compensation, or multi-state taxes when they apply

If you’re planning to retire, or you’re already drawing from your accounts, 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝗮𝗻𝗱 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗮𝗿𝗲 𝗴𝗼𝗼𝗱 𝘁𝗶𝗺𝗲𝘀 𝘁𝗼 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗼𝗽𝘁𝗶𝗼𝗻𝘀. By April, many of the decisions that shaped last year’s tax bill have already been made.

🔎𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗼𝘂𝗿 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝘁𝗼 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄.

10/14/2026

Chuck’s recording LIVE at The CAIS Summit in Beverly Hills. In this segment, Chuck catches up with Ted Koenig, Founder / Chairman / CEO, Monroe Capital to discuss:

👉 The rumors of the death of private credit have been greatly exaggerated.

==================================
: Fueled by InvestmentNews
==================================

10/14/2026

You can know it’s time to move and still have a hard time leaving.

A home can hold decades of birthday mornings, holidays around the table, height marks on the doorframe, and rooms your children still think of as “home.”

𝗦𝗼 𝘄𝗵𝗲𝗻 𝗶𝘁’𝘀 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗱𝗼𝘄𝗻𝘀𝗶𝘇𝗲, 𝘁𝗵𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗰𝗮𝗿𝗿𝗶𝗲𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀. It can mean deciding what to keep, what to let go of, and what you want the next chapter to feel like.

Some moves deserve more than a financial conversation.

10/13/2026

𝗜𝗳 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱𝗻’𝘁 𝗺𝗮𝗸𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄, 𝘄𝗼𝘂𝗹𝗱 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝘆𝗼𝘂 𝗹𝗼𝘃𝗲 𝗸𝗻𝗼𝘄 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁𝗲𝗱?

Who should step in? What happens to your assets? What medical decisions would you want made?

An 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻 helps answer those questions ahead of time and can make an already difficult situation easier for the people you care about.

Whether you’re raising a family, building a business, or approaching retirement, it’s a conversation worth having.

𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗵𝗼𝘄 𝗮𝗻 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝗴𝗶𝘃𝗲 𝘆𝗼𝘂 𝗺𝗼𝗿𝗲 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲? Schedule time with us to review your unique situation -- 𝘴𝘦𝘦 𝘭𝘪𝘯𝘬 𝘣𝘦𝘭𝘰𝘸.👇

10/12/2026

𝗪𝗵𝗮𝘁’𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝗱 𝗶𝗻 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀’ 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀?

Our team can help with:

• Tax return preparation and filing
• Quarterly estimated payment coordination
• Tax-loss and gain harvesting
• Roth conversion analysis
• Withdrawal sequencing and required minimum distribution (RMD) planning
• Social Security taxation and Medicare IRMAA planning
• Multi-state and relocation tax planning
• Charitable giving strategies, including QCDs, donor-advised funds, and gifts of appreciated stock
• Backdoor and mega-backdoor Roth strategies
• Small business and pass-through tax coordination, including K-1s

Your needs will depend on your financial picture, but tax planning often touches far more than the return you file each spring.

📖 𝗖𝗹𝗶𝗰𝗸 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄 𝘁𝗼 𝘀𝗲𝗲 𝗵𝗼𝘄 𝗼𝘂𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗰𝗮𝗻 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘁𝗵𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘆𝗼𝘂’𝗿𝗲 𝗺𝗮𝗸𝗶𝗻𝗴 𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿.

10/09/2026

There comes a point when you start thinking differently about what’s valuable.

You’ve spent years building a career, supporting a family, saving for the future, and taking care of what needed your attention. Eventually, the question becomes: What do I want more time for?

Maybe it’s family. Travel. Your business. Your health. Giving back. Or simply having more control over your days.

Financial planning should help you think beyond the numbers and consider how the life you’ve built can support the way you want to spend your time.

If you'd like 𝗮 𝗿𝗲𝘃𝗶𝗲𝘄 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻, schedule a call with us using the link below ⬇️

10/08/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

Sovereign Advisors can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

📗𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗼𝘂𝗿 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄

10/07/2026

Chuck’s recording LIVE at CFP Connections in Las Vegas. In this segment, Chuck catches up with Dane Snowden, CEO, The CFP Board to discuss:

👉 Conference wrap up

==================================
: Fueled by InvestmentNews
==================================

10/07/2026

Chuck’s recording LIVE at CFP Connections in Las Vegas. In this segment, Chuck catches up with Michael Kitces to discuss:

👉 What more efficiently for your practice? Look to PEOPLE … not TECH!

==================================
: Fueled by InvestmentNews
==================================

Address

60 East 42nd Street/Floor 47
New York, NY
10165

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12129221402

Website

https://www.sovereignadvisors.com/

Alerts

Be the first to know and let us send you an email when Sovereign Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sovereign Advisors:

Want your business to be the top-listed finance company in New York?

Sovereign Advisors

10/16/2026

10/15/2026

10/14/2026

10/14/2026

10/13/2026

10/12/2026

10/09/2026

10/08/2026

10/07/2026

10/07/2026

Address

Opening Hours

Telephone

Website

Alerts

Contact The Business

Shortcuts

Share

Category

Listing takedown request