Financial Planning

Wealth preservation starts with a vision, and comes to life with a plan. Together, with our expertise, we can help you preserve your wealth, protect your assets, and receive an income stream that doesn’t reduce your principal investment.
Imagine preserving your wealth at the same time structuring your investments to take advantage of investment vehicles secured by real estate.

Are you tired of paying someone else to invest your money whether you gain or lose? Our investment strategies do not have fees tied to them, which means that your return is based on the full amount of your investment. Gain access to a range of investments using your 401K or IRA not offered by traditional banks or brokerage firms.

Learn how to diversify your portfolio to protect against market volatility and harsh inflation rates. Don’t be limited to a narrow range of stocks, bonds, or mutual funds!


  • Income derived from your own CRT.
  • Benefits personally for a lifetime.
  • Trust administration.
  • No tax consequences.
  • Income for someone other than yourself (Spouse, Child, Parent, Etc.)

Real Estate

Build a retirement portfolio with a range of assets you understand and trust, from residential real estate, commercial real estate, mortgage notes, and REO properties.

Other Services

  • Legal
  • Financial
  • Estate Planning
  • Tax Planning
  • Asset Protection
  • Asset Servicing


Investing in Sovereign Wealth Preservation has been a great decision for me. I was drawn by the integrity of the heads of the firm and have been impressed with the overall efficiency of the office. With the constant volatility of the stock market, I found real estate to be a viable alternative because of the security of my principal coupled with the compounded interest I make on a monthly basis. I can now focus on my retirement planning going in with confidence from this investment with Sovereign Wealth Preservation.

Todd Burkdoll


I made the life-altering decision to invest with Sovereign Wealth because they bought my house from the bank when I was facing foreclosure. They began regenerating contracts to support my mortgage and allowed me to buy my house back. I then realized what a great investment opportunity this was when I received additional income from the transaction and decided to invest my own money in their platform. Like most people, I understood the great value in principal security that came with this investment, but I did not realize the tax advantages Sovereign Wealth provides until after I invested. Now, my business is taking off and life could not be better. I could not have done it without the help of Sovereign Wealth Preservation.

Steve Ombrek


I decided to invest in Sovereign Wealth Preservation because I trust the integrity of the heads of the firm. They have a lot of experience in the field and strong investing strategy for real estate. I have had a lot of success in the stock market but was looking to diversify my portfolio, which is why Sovereign Wealth has been a great fit. I get monthly statements detailing the interest I receive on my investment and am pleased with its success. I chose this investing platform because of its principle security and the additional income it provides me each month.

Neilia LaValle


Contact Us

18301 Von Karman Ave, Suite 430, Irvine, CA 92612