Your Financial Team

Your Independence, Our Commitment

The people behind the principles. Every member of our team shares a commitment to independence, integrity, and putting your interests first. Click a photo to learn more.

Christian Grundel CFP®

Financial Planner

401-743-6514

cgrundel@sovereign-advisor.com

Eric Conti

Financial Advisor

508-361-3855

econti@sovereign-advisor.com

Heather Conti

Operations Manager

860-759-4722

hconti@sovereign-advisor.com

Your Interests. Nothing Else.

Every conversation, every recommendation, every strategy we build starts and ends with one question — does this serve you? We don't answer to product quotas or corporate agendas. We answer to you.

That's not a tagline. It's how we operate, every day, with every client.

Christian Grundel CFP®

A Guiding Force in Pursuit of Success

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.

Christian's Cornerstones:

His practice is rooted in sound investment guidance, tax-efficient strategies, and an exhaustive commitment to meeting his clients' every need.

A Multifaceted Professional:

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.

A Personal Touch:

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.

Eric Conti

Innovating Your Financial Experience

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.

A Bridge of Expertise:

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.

Credentials That Matter:

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.

A Glimpse into Eric's World:

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.

Heather Conti

Elevating Operations at Sovereign Wealth Partners

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.

A Journey of Expertise:

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.

A Glimpse into Heather's World:

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.