An alliance that will take you around the world via lands, oceans & rivers.
We're embarking on the journey of travel, believing that creating memories is not only empowering but also a worthwhile investment that can only enrich you.
An Investment in Your Soul.
A Message from Mike.
As wealth advisors, we believe that true wealth extends beyond financial portfolios—it’s also measured in the quality of the experiences we create and the memories we carry with us. Travel, when approached with intention, becomes more than a getaway; it becomes an investment in yourself, your family, your relationships, and your well-being.
With that in mind, we’ve formed a unique alliance with Travel Concierge by Jeff Lavender. This new alliance allows us to collaborate with your best interests in mind—simultaneously guarding your time, your dreams, and your vacation dollars.
As leaders in both the retirement planning and travel industries, we are working hand-in-hand to understand your needs. Our united goal is to bring them together so that every dollar is invested wisely. . . not just for tomorrow—or for your next trip—but for every moment on the brink of becoming a memory.
Warmest regards,
Mike
Maximize Your Travel Investment.
Just like saving for the future, finances don’t grow overnight; they grow with strategic planning and periodic deposits to fulfill a bigger vision. Spending your finances wisely when planning and purchasing travel also requires strategic thought and planning.
Whether you prefer to plan your journeys one at a time or design a multi-year travel portfolio, our alliance with Travel Concierge will ensure you are maximizing your travel investment.
Their in-depth knowledge can take you directly to the top of your wish list or to places you never knew existed.
Your journey begins here.
Sign up for expert insights, travel chronicles, and curated travel experiences built on impeccably crafted journeys exclusively for Sovereign Private Wealth clients.
A Message from Jeff.
When I try a new wine that proves to be truly special, I feel compelled to share it with others. That same rule applies to those extraordinary people who impact my life. Over the last few years, I’ve been building a friendship with someone who really “gets me” and understands how much I value the future of others.
That’s why I’m honored and delighted to announce our alliance with Mike. I couldn’t have hoped for a better partnership. Mike leans on his skillset to ensure the highest standards in the financial services industry. At the same time, I use my wealth of knowledge, experience, and connections to design travel experiences for countless clients around the world.
Get ready to take a journey to any place you want to go, in any form of transportation imaginable. We’ll roll out the red carpet to multi-year, multi-destination excursions so that you can plan for years to come.
We’ll leverage years of experience, in-depth expertise, and industry partnerships to develop a personalized approach to travel planning. We both think big and long-term, turning clients into friends who rely on our network of trade partners and elevated experiences.
And so, to Mike, thank you for entrusting Travel Concierge with your clients, and above us, thank you for believing that travel is a worthwhile investment for the soul. As I like to tell my team, travel is the only thing you can buy that will make you richer. Together, we will take you places.
Travel On,
—Jeff
