Sovereign Wealth Management

Having worked in the financial services industry for over 30 years, I had the opportunity to establish relationships with many financial advisors. Without reservation, Jeffrey is the best advisor I have known. Jeffrey is professional, personable, and passionate. He has a genuine interest in achieving the best for his clients and consistently works with integrity to provide sound financial guidance. He has taken a proactive approach -always keeping in mind our retirement expectations- to create a successful investment strategy. His expertise, attention to detail, and ongoing communication are, in my experience, unmatched. My husband and I are extremely pleased that our finances are in his care and have no hesitation in recommending his services to others.
Nov 27th, 2023

I can't say enough about Jeff Truchon, he has been very helpful to my wife and I, always available, knowledgeable and honest he has helped us meet our goals.
Nov 21st, 2023

My wife and I have been with Jeff as our financial advisor for several years now. He is very knowledgeable in the ways of the market and how to grow and protect our assets. He has a passion for the work he does and truly cares that we reach our retirement goals. We are grateful for everything he has done for us, and would highly recommend him to anyone looking for a financial planner.
Jul 10th, 2023

We have been associated with Jeff for several years. His personality, knowledge and ability to communicate has kept us feeling very confident. Lee and Martha Richards.
Jul 7th, 2023

Our relationship with Jeffrey M. Truchon began over three years ago. We have interacted several times and always have had a positive, constructive experience. He is responsive to our questions and takes the necessary time to explain his answers. He is very knowledgeable and a good communicator. This gives us confidence and peace of mind believing his firm has our best interests at heart. Through these most difficult financial times our investment has been secure and sure to thrive in better economic conditions. It was a big step for us several years ago to entrust our hard earned wealth into anothers hands yet we are pleased we did. Our financial goals are being met because of the professional financial services Sovereign Wealth Management has provided. Did I mention we have taken advantage of the other free top notch services that they offer. Sovereign Wealth Management is our clear choice. Bob and Debbie 2023
Jul 9th, 2023