Maine's Capital Area

Sovereign Wealth Management is a local, independent Wealth Management company that was founded with the goal of helping clients grow, preserve, and protect their hard-earned wealth. Our founder, Jeffrey Truchon, an experienced fiduciary, chose the name “Sovereign” to reflect this goal, as the word means “self-governing, independent.”

Sovereign Wealth Management’s focus is on helping clients across the State of Maine navigate the financial markets as they approach and enter retirement. Our goal is not to be the largest financial firm in the region but rather to be the best. Our attention to personalized service and our commitment to our clients sets us apart from other financial firms, determined to ensure that our clients are not just numbers but valued partners.