We are Your Advocate

You have goals. We can help you pursue them.


Meet Our Team

About Sovereign Capital Vantage, Inc.

We are dedicated fee-only fiduciaries. When Sovereign Capital Vantage, Inc. was formed, a great deal of thought was put into our structure. Once the options were all considered, our choice was clear. We registered the corporation as a Registered Investment Adviser only, and not as a broker dealer representative. This structure allows us to operate as fiduciaries for our clients, legally governed by the best interest standard — placing your interests even before our own — rather than merely operating under a “suitability standard”. Only about 8% of all financial advisors choose this path. We invite you to ask us why we believe this is important.

Form ADV 2A Disclosure Document

Our Services


Wealth Management

Preserving and Growing Wealth


Financial Planning

Planning - A Roadmap for your Future


Divorce Planning

Advanced Preparation for Divorce--Financially

Rather than providing a focus on selling financial products, we embrace a FEE ONLY approach that focuses on delivering services--and better outcomes--to our clients. The end result is a highly individualized approach that aims towards prioritizatizing & achieving your goals, wealth accumulation, wealth preservation & wealth distribution. Our overarching aim is that you have a successful--and a worry-free--future.