Sovereign Advisor Solutions (SAS) is a division of Sovereign Financial Group Inc., -- one of the fastest growing RIAs in the Northeast.
SAS was formed to meet the growing demand from advisors looking to:
In short, SAS provides a true "plug & play" solution for advisors looking to go independent who do not want to be bogged down by the many obstacles associated with "going independent". We provide all the infrastructure and services needed to allow advisors to focus on what they love to do while leaving the operations, compliance and other frictions points to us.
By using our services, you will be able to deliver a complete, unbiased and fully open architecture solution for all of your clients' financial planning and investment management needs. Moreover, you will be able to deliver these services without going through the trouble of developing and maintaining the required staff, IT stack and infrastructure. And, perhaps best of all, you will be able to receive all these services at a cost that will likely be far less than if you were to do this all on your own.
All this means that you can:
Custody & Technology
Dollars & Cents
If you think we may be a fit for your needs, please call or email Sovereign's Principal, Chuck Failla, CFP(r) to discuss.
Chuck can be reached at: