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Sovereign Wealth Management Inc

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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.

Headquarters:
Burlington, Ontario, Canada
Industry:
Financial Services
Founded:
2004
Employees:
5
Annual Revenue:
-

Type: Private
Ticker: -
Canada 5
Financial AdvisingWealth ManagementFinancial Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Sovereign Wealth Management Inc

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Where is Sovereign Wealth Management Inc located?

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Sovereign Wealth Management Inc's headquarters is located at Burlington, Ontario, Canada

What is Sovereign Wealth Management Inc's official website?

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Sovereign Wealth Management Inc's official website is sovereignwealth.ca

What is Sovereign Wealth Management Inc's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Sovereign Wealth Management Inc's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Sovereign Wealth Management Inc have?

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Sovereign Wealth Management Inc has 5 employees

What industry does Sovereign Wealth Management Inc belong to?

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Sovereign Wealth Management Inc is in the industry of: Financial Services

What are Sovereign Wealth Management Inc's social media links?

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Sovereign Wealth Management Inc Linkedin page

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