Sovereign Wealth Management

"Having worked in the financial services industry for over 30 years, I had the opportunity to establish relationships with many financial advisors. Without reservation, Jeffrey is the best advisor I have known. Jeffrey is professional, personable, and passionate. He has a genuine interest in achieving the best for his clients and consistently works with integrity to provide sound financial guidance. He has taken a proactive approach -always keeping in mind our retirement expectations- to create a successful investment strategy. His expertise, attention to detail, and ongoing communication are, in my experience, unmatched. My husband and I are extremely pleased that our finances are in his care and have no hesitation in recommending his services to others."

"My wife and I have been with Jeff as our financial advisor for several years now. He is very knowledgeable in the ways of the market and how to grow and protect our assets. He has a passion for the work he does and truly cares that we reach our retirement goals. We are grateful for everything he has done for us, and would highly recommend him to anyone looking for a financial planner."

"I got Jeff's name through a co-worker, she was very pleased with his services. Fast forward 2 plus years. As I was getting ready to retire, I called Jeff to review my financial situation to see if it was possible to retire. I was pleasantly surprised when he told us it was possible. Jeff really took his time to carefully explain everything we needed to know to make an informed decision. I feel so fortunate to have found Jeff, he is very knowledgeable and professional. I would definitely recommend him to anyone."

"Honest and open communication. Always available for any questions or concerns. Choosing a financial advisor was a major step for us. For years I managed our accounts and investments but as we got closer to retirement we wanted to spend more time enjoying life. After several meetings with Jeff we made the important decision to work with Jeff and have not been disappointed at all. Jeff is a straight shooter who will not hesitate to cover all aspects related to your accounts. One of the best financial decisions we've ever made."

"In preparation for retirement my wife and I was looking for someone who could manage our investments and guide us through our golden years. We did our research then began to interviewieing many advisors. Once we found Jeff Truchon we decided to gave him a try. Once we commited, the frst step was transitioned our investments, Jeff made this process easy for us. As the months passed both my wife and I found Jeff well organized, great vision and knowledge. Best of all easy to work with. After our first year we were very comfortable with Jeff and we both decided to step into retirement. We have been retired now for over four years and Jeff has done a great job. We couldn't be more pleased with his guidance and support. I would highly recommend Sovereign Wealth Management."