Freedom55 Financial - Brian Weatherdon
Sovereign Wealth Management is a private wealth financial planning firm based in Burlington, ON, owned and operated by Whitney Hammond. The firm specializes in a range of services, including business and succession planning, tax and estate planning, wealth trajectories, retirement planning, tax-sheltered growth plans, and philanthropic giving.
The team at Sovereign Wealth Management, which includes experienced financial advisors such as Brian Weatherdon and Ben Takacs, is committed to listening to clients' ideas, dreams, and goals to create tailored financial strategies. With a focus on building and protecting wealth, the firm emphasizes passion, strength, and integrity in its approach to financial planning.
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