Location:

Phoenix

Business Type:

Investment
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Sovereign Assets's Mission:

At Sovereign Assets, our mission is to empower individuals and families by breaking the cycle of living paycheck to paycheck, because I believe everyone deserves the opportunity to seize their financial destiny. Raised in environments where financial struggle was the norm, our team is driven by the American Dream spirit to educate and elevate our community through innovative financial strategies and entrepreneurial education. We strive to lay strong financial foundations and teach effective branding and marketing techniques to entrepreneurs and professionals alike, ensuring their success and ours. Let us guide you with the same fighting spirit that inspired our founding, helping you unlock financial freedom and realize the true potential of your financial future.

About the Owner:

Wulf Trigo is a distinguished financial strategist, renowned for his exceptional expertise and unwavering integrity in managing the complex financial portfolios of ultra-high-net-worth individuals and families across multiple states. His firm, Sovereign Assets, embodies his commitment to crafting bespoke wealth planning solutions that are not only innovative—such as his work with Infinite Banking—but also meticulously tailored to meet the unique needs of each client. What sets Wulf apart is his strategic approach to wealth accumulation, emphasizing the optimization of clients’ active income and a judicious allocation of resources to minimize tax liabilities and enhance wealth. Furthermore, Wulf's dedication to financial literacy shines through his efforts to make complex financial concepts accessible to all, democratizing the power to shape one’s financial destiny. His vision invites clients to embark on a transformative journey where financial enlightenment and prosperity are at the forefront.

Sovereign Assets

Start with a Comprehensive Consultation! We will help identify gaps and opportunities by drafting a report dedicated to potential timelines, milestones, and cost analysis. Accompanied with additional financial instruments, we can discuss the shortcut to creating your path to becoming financially free.

Estate & Trust Planning

At Sovereign Assets, we specialize in trust and estate planning services, ensuring your assets are managed exactly as you intend. Our expert team is dedicated to protecting your loved ones, minimizing taxes, and ensuring your wealth is seamlessly transferred to future generations. With our tailored approach and seasoned guidance, we empower you to create a lasting legacy and secure the financial future of those closest to you.

Infinite Banking

Our firm offers innovative Infinite Banking solutions, putting you in control of your wealth management. This unique approach allows you to grow your wealth while maintaining liquidity and flexibility, enabling you to leverage your assets effectively. Each plan is customized to your individual needs, providing access to cash when needed and ensuring long-term asset protection. We empower you to achieve financial independence and establish a durable legacy.

Life & Disability Insurance

The potential of life insurance as a wealth-generating asset is often overlooked. At Sovereign Assets, we reveal the secrets of using life insurance not only as a protective measure but also as a significant financial tool. Protect what’s most important—you and your loved ones—and discover how insurance can contribute to your wealth strategy.

Retirement Planning & Private Pensions

Understanding your financial goals allows you to unlock new opportunities for achieving them sooner. Our experts are here to assist with your retirement planning, helping you analyze and invest in suitable pension and cash flow assets today. Start planning now to secure a prosperous and stable future.

Premium Financing

We specialize in Premium Financing, a strategic method to acquire life insurance coverage while building wealth. This approach allows you to secure substantial life insurance policies without depleting your liquid assets. Our advisors customize plans that align with your goals, providing access to significant insurance benefits while preserving your capital for other investments. Our innovative financing solutions are designed to optimize your financial strategy and protect your legacy for generations.

My Thoughts:

Sovereign Assets truly impresses me with its mission and unique approach to financial management. This firm goes beyond traditional services, focusing deeply on empowering individuals and breaking the cycle of paycheck-to-paycheck living. What stands out is their dedication to making financial literacy accessible and transforming the idea of financial freedom to suit every individual’s unique circumstances. They’re not just managing wealth; they’re teaching vital skills that bolster not only personal financial growth but also enhance community economic health. Sovereign Assets isn’t just a business I’m listing; it’s a transformative force I deeply admire for its integrity and commitment to genuinely uplifting lives.

Can Sovereign Assets help me plan for retirement even if I'm starting late?

YES, starting late doesn't mean missing out. Sovereign Assets specializes in tailoring retirement planning strategies to fit your unique financial situation, no matter when you begin. Their team of experts can guide you through assessing your current financial status, setting realistic goals, and implementing strategies to maximize your investments and create a stable retirement plan, ensuring a comfortable future even with a late start.

Is it possible to use life insurance as an investment with Sovereign Assets?

YES, life insurance can be a valuable investment tool. Sovereign Assets leverages life insurance policies not only for protection but also as a strategic asset in your wealth-building portfolio. They educate clients on how to use life insurance as a wealth-generating mechanism, integrating it with other financial strategies to enhance overall financial stability and growth.

Does Sovereign Assets offer services that protect my assets from taxes and legal issues?

YES, asset protection is a core component of their services. Sovereign Assets provides comprehensive estate and trust planning services that ensure your assets are managed and protected according to your wishes. Their expertise helps minimize tax liabilities and shields your estate from legal entanglements, ensuring a seamless and efficient transfer to future generations while maintaining compliance with legal standards.