As an independent, family owned practice, our Raymond James financial advisors pride themselves on delivering integrated and unbiased advice for all of our clients' wealth management needs.
We are on your side
It is our independence that assures you will receive objective guidance while coordinating your financial planning and investment management advice. Since we are independent and have no product to “push”, we focus on examining your needs, then, finding the solutions that can meet those needs.
In other words…we are your advocate.
All financial planning work is directly overseen by Charles “Chuck” L. Failla, CFP®. In addition to being the President of Sovereign Financial Group, Inc., Chuck is also a Registered Principal with Raymond James Financial Services, Inc.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chuck understands that most cases require a coordinated "team" approach to help ensure all aspects of a client's financial and estate planning needs are properly coordinated and continuously monitored. Chuck encourages clients to have their current advisors (estate lawyers, accountants, insurance professionals, etc...) liaison with us to be sure we are all working together toward the client's objectives.
Because of our independent structure, we are able to coordinate and deliver the full spectrum of personal financial services under one roof. This unbiased and holistic approach to financial planning and our adherence to the disciplined financial planning process assures we provide our clients with the tools they need to help reach their goals.