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Sovereign Wealth Management Inc
whitney hammond has been in personal practice since 1997. she desired to own and operate her own private wealth firm and launched sovereign wealth management in 2004. working closely with clients’ accounting, tax and legal advisors, whitney helps clients understand and select will planning, testamentary trusts, tax deferral and asset accumulation strategies. her expertise with wealth and risk management focuses on client’s goals and values allowing whitney to build high levels of trust and establish multi-generational relationships. the firm is ever-growing with 4 full-time financial advisors. as a firm, sovereign values the client first and foremost, which signifies that confidentiality, security, stewardship and knowledge are at the core of sovereign’s philosophy. we endeavor to remain positive and proactive throughout our client relationships, while building and protecting wealth with passion, strength and integrity.
Frequently asked questions about Sovereign Wealth Management Inc
Let us help answer the most common questions you might have.
Where is Sovereign Wealth Management Inc located?
Sovereign Wealth Management Inc's headquarters is located at Burlington, Ontario, Canada
What is Sovereign Wealth Management Inc's official website?
Sovereign Wealth Management Inc's official website is sovereignwealth.ca
What is Sovereign Wealth Management Inc's SIC code?
What is Sovereign Wealth Management Inc's NAICS code?
How many employees does Sovereign Wealth Management Inc have?
Sovereign Wealth Management Inc has 5 employees
What industry does Sovereign Wealth Management Inc belong to?
Sovereign Wealth Management Inc is in the industry of: Financial Services
What are Sovereign Wealth Management Inc's social media links?
Sovereign Wealth Management Inc Linkedin page
Distro — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free