SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA 8229 Boone Boulevard, Vienna, VA 22182
About the Business
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Sovereign Wealth Management is a financial planning and investment management firm located in Vienna, Virginia, serving clients in the DC metro area and beyond. Founded with the goal of providing personalized and professional financial services, Sovereign offers comprehensive wealth advisory services to High Net Worth Individuals, Families, and Business Owners. Led by founder and CEO Gary Korolev, a seasoned Wealth Manager with over 15 years of experience, the team at Sovereign is dedicated to meeting clients' Investment Management, Risk Management, Estate Planning, and Retirement Planning needs.
The team at Sovereign Wealth Management includes Alaina, who serves as a critical liaison between clients and the Wealth Manager, providing exceptional customer service. Svitlana manages account details and communication between clients and the firm, while Katya handles public relations and communication efforts. Yash focuses on providing accounting, asset protection, and financial planning services, and David implements marketing strategies to grow Sovereign's client list.
Sovereign Wealth Management prides itself on its professionalism, respect, and responsiveness, offering a personal touch to every client interaction. With a focus on building long-term relationships and ensuring clients' financial futures are secure, Sovereign is committed to providing the highest level of service and expertise.
Photos
Location & Phone number
8229 Boone Blvd Suite 760, Vienna, VA 22182, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I met with David and Alex this week and was absolutely impressed with the plan they put together for me. They came up with a plan that very specifically meets MY needs and keeps me in y comfort zone. There was no pressure. I walked in wondering whether I would get a "sales pitch" but my concern was unfounded. They had listened to my needs, reviewed my assets, and totally kept me in my comfort zone with recommendations that address my specific needs. I look forward to working with them long term"
"I have been working with Gary and Sovereign for several years now, and have nothing but great things to say about the qualify of their work. The review meetings are comprehensive, covering all aspects of my financial life. The meetings flow naturally from one to the other. I really feel like Gary knows me very well and truly cares about my financial well being. What else can you ask for from a Financial Planner. I would recommend Gary and his team to anyone!"
"Gary is very knowledgeable; at once professional and personable. Every meeting is well prepared and documented to help me understand complexities and choices. He is able to simplify and/or go into details--he listens carefully and responsively to my ideas and goals, and makes good and nuanced suggestions. He has a high EQ (emotional intelligence quotient) I highly recommend Sovereign!"
"My husband and I are very happy with Gary. My husband and I have separate accts and very different goals. Gary does a great job of keeping us in the loop, yearly reviews or more, returns all calls or emails promptly. We have moved my elderly Mom's acct to him (with sibs approval) and our 4 grandkids 529s."
"Gary Korolev became my financial advisor at the recommendation of two friends. Working with him on getting my financial house in order has been very productive and helpful. He provided me with my complete financial overview including a financial plan to ensure a future comfortable retirement. He has also given me several Long Term Care insurance options to consider and continues to take my current and future needs into account. He listens, and makes recommendations, and allows me to have a say - so it really feels like team work. He also provides investment advice based on the market trends for my portfolios, and his advice is paying off! I like that he goes the extra mile to take care of his clients. And because of all the aforementioned I would recommend Gary wholeheartedly."
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