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.
My work life and personal pursuits have always focused on helping others along their stewardship journey. That passion is what led me to co-found Sovereign Private Wealth. It’s been incredibly rewarding to see people experience a deeper sense of satisfaction and joy in life as a result. My mission is to enable and equip others to be good stewards of what they’ve been entrusted with, and I do my best to use my unique gifts and background to serve them well.
Over the years, many of you have emphasized travel as an important component of your long-term plans. That is why we partnered with one of the world’s most experienced travel advisory groups, Travel Concierge by Jeff Lavender. We’ve trusted Jeff and his team with our own journeys and have come to appreciate how closely their values align with ours.
This partnership is about more than travel planning—it’s about ensuring your investments—financial or experiential— delivers lasting value to you. We see ourselves not just as financial advisors, but as partners in helping you shape a life rich with meaning and connection. Travel is the kind of wealth that grows with every journey.
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.
It is truly a privilege when Travel Concierge partners with like-minded organizations such as Sovereign Private Wealth. We combine our shared values and unique expertise to help you create wealth that extends beyond your portfolio. Just as you expect financial guidance to protect and grow your wealth, you deserve the same level of expertise and stewardship when it comes to your travel investments.
Mike has taken an innovative lead by creating the Travel Concierge Program, giving you access to experiences that recognize travel as one of life’s most meaningful investments. This unique partnership allows us to meet that need with full confidence that you will be served skillfully, professionally, and with the highest degree of trust.
At Travel Concierge, our mission is simple—to enrich your life through extraordinary travel experiences—because we believe nothing shapes your life as deeply as travel.
I look forward to working with each of you as you dream, plan, and ultimately embark on journeys you’ll carry with you forever.
Travel On,
—Jeff
