Sovereign Private Wealth

Based in upstate South Carolina, Sovereign Financial was founded in 2017 to help people be good stewards of everything they've been entrusted with. Sovereign Financial offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

网站

https://sovereignpw.com/

Sovereign Private Wealth的外部链接

所属行业

金融服务

规模

2-10 人

总部

Greenville，South Carolina

类型

合营企业

创立

2017

领域

Financial Planning、Legacy Planning、Biblical Stewardship、Company Benefits Planning、Biblically Responsible Investing和Investment Planning