Who We Are
At Sovereign Wealth Partners, we believe true financial independence starts with a firm built on principles and people. Our decisions and guidance are driven by our core values of integrity, transparency, and accountability. We hold an uncompromising belief that independent minds produce extraordinary outcomes.
Our purpose is to create independence, choice, and inevitability in our clients' lives. When your financial foundation is sovereign, every decision you make comes from a position of strength — not necessity.
Our Approach
As independent financial advisors, we answer to one entity — you. No corporate mandates. No product quotas. No limited shelf. Just unconstrained access to the strategies and solutions that serve your interests.
We're not tied to a wirehouse or beholden to a parent company. Our recommendations are driven by your goals, not by sales targets or proprietary product mandates.
We have access to the full investment landscape — structured products, custom equity portfolios, ETFs, SMAs, annuities, and beyond. If it serves you, it's on the table.
We work alongside your CPA and estate planning attorney — or we can connect you with professionals and their resources. Your financial plan doesn't live in a silo — it's built in concert with the professionals who know your full picture.
Who We Serve
No two financial journeys are the same. We've built our expertise around the situations that matter most to the people we work with — and we're always ready to meet you wherever you are in yours.
For professionals in medical, pharmaceutical, and technology sales managing the complexity that comes with equity-based and deferred compensation.
For those with private offering exposure, carried interests, or illiquid positions who need thoughtful planning around concentrated and unconventional wealth.
For individuals and couples transitioning into retirement who want a deliberate, tax-aware strategy to protect what they've built and pass it forward.
For professionals in their peak earning years who are building wealth quickly and want a framework that grows with them.
You don't need a complex portfolio to deserve great advice. We work with young families taking their first steps and retirees looking for steady, reliable guidance. Wherever you are, we're here to help you build from there.
Financial Planning
Data-driven, personalized plans designed around your life — not a template.
Step 1
Schedule a meeting with one of our advisors by calling, booking online, or stopping by. You'll receive a packet outlining our business and a checklist requesting pertinent financial information to send back before our first meeting.
Step 2
We input your data into our financial planning software and run a general analysis of your current situation. Then we meet for an open and honest conversation about your needs, wants, wishes, and concerns. Together, we agree to design a preliminary financial plan as our next step.
Step 3
Using our advanced software, creativity, networks, and experience, we create a preliminary financial plan tailored to your needs. We pressure test your plan from accumulation, distribution, and tax efficiency standpoints to find the recommendations that best fit your goals. At this point we determine the scope of engagement and, if it's the right fit, you pay half your fee.
Step 4
We guide you through a proposal specially tailored to your needs. We expect changes and adjustments during this step — and we expect multiple meetings to make sure all concerns are addressed and all goals have a plan to meet them. Once you're fully satisfied, you pay the remainder of the fee and we move to implementation.
Step 5
The market and world are volatile. We closely monitor every aspect of your plan and keep in constant contact. As changes occur in your life, we adapt the plan, give you options, and advise you on a direction to take. Whether it's building out an in-law suite, adjusting to market conditions, paying for a child's wedding, or planning for long-term care — we're there with concierge service.
Our Services
We believe you should choose how you engage with us. Our service model has three lanes — some clients choose one, some choose all three, and many find their own combination. There's no right or wrong. There's only what's right for you.
A thorough, personally tailored roadmap built around your goals. Data-driven, pressure-tested, and ongoing — because life doesn't stand still.
One to four performance review meetings
One annual planning meeting
Fixed or flat fee amount, depending on the complexity of your situation
Our Household Endowment Approach — institutional-caliber portfolio construction tailored to your risk tolerance, time horizon, and objectives.
Quarterly and annual performance reviews
On-call meetings as needed
Percentage-based fee on assets under management
Independent access to the full market — 529s, IRAs, annuities, and more. We search for what's in your best interest, not ours.
By request only
Choose how you engage. One service, all three, or any combination — there's no template, only what fits your life.
"Access defines sovereignty. Giving our clients resources that yield options is at the forefront of everything we do. When you have access, you have choice — and choice is the foundation of true financial independence."
"Sound financial planning isn't about chasing returns — it's about building a framework that gives you confidence in every season. Our job is to make the complex simple and the uncertain manageable."
Who We Are
Meet the team behind your financial future.
Coordinated Approach
We don't operate in a vacuum. Your financial life is interconnected — and your advisors should be too.
Tax-aware strategies built in coordination with your accountant, not in spite of them.
Wealth transfer and legacy planning that aligns with your legal framework.
One unified strategy across every professional in your corner.
Contact
Every engagement starts with a conversation. Tell us where you are and we'll show you what's possible.
We will get back to you shortly.
Financial Planner
With over a dozen years immersed in financial services, Christian brings an unwavering dedication to empowering his clients to define and achieve their unique versions of success. His passion lies in closely collaborating with clients, tailoring strategies to their individual circumstances.
His practice is rooted in sound investment guidance, tax-efficient strategies, and an exhaustive commitment to meeting his clients' every need.
Christian's credentials encompass Series 7, 63, and 66 securities registrations, along with Life, Accident, Health, and Property and Casualty licenses. His Certified Financial Planner designation underscores his comprehensive expertise.
Christian resides in West Warwick, RI, alongside his wife Amanda and son Alex. Beyond his client-focused pursuits, he relishes precious moments with his family. You'll often find him fishing, exploring hiking trails, or indulging in his passion for writing.
Founder & Financial Advisor
Eric brings a unique focus on optimizing systems and processes to elevate our clients' overall journey. With over a decade of experience in the financial services realm, he has honed his expertise working alongside multiple financial advisors and even managing his own insurance business.
Eric's wealth of knowledge, garnered from prestigious financial institutions, empowers him to seamlessly integrate proven financial planning, insurance, and investment strategies. His insights position Sovereign Wealth Partners at the forefront of industry evolution.
With Series 66, Series 7, life, and health insurance licenses, as well as a SIE registration, Eric is well-equipped to provide comprehensive guidance. His commitment to excellence is a hallmark of his approach.
When not immersed in the financial realm, Eric finds solace in family moments — swaddling his newborn daughter, chasing his energetic six-year-old son, and keeping pace with his spirited Irish Terrier. Hosting "The Mindful Money Show," ascending mountains, and going for runs are just a few more facets of Eric's vibrant life.
Operations Manager
Heather assumes the pivotal role of Operations Manager. Her skillset is marked by exceptional problem-solving prowess, a visionary approach to service-driven firms, and a knack for innovation that propels Sovereign Wealth Partners to the forefront of client servicing.
Heather's professional journey boasts stints at prominent technology giants, where her prowess spanned accounting, controls, revenue management, and orchestrating global training operations. Her wealth of experience has been instrumental in driving Sovereign Wealth Partners' growth trajectory.
Outside the office, Heather is a whirlwind of activity — whether it's keeping pace with her energetic Financial Advisor husband, six-year-old bundle of joy, or her spirited Irish Terrier. Her heart for volunteering extends to diverse causes, while her family is never far from her thoughts.
