Kirk Elliot Ph.D. is synonymous with Sovereign Advisors, reflecting the name and advanced degree of the firm's originator in the company's URL. The enterprise delivers financial guidance and wealth management services, primarily dealing with precious metals. The team's profound knowledge distinguishes it from ordinary precious metals sellers.
Product of Focus: Precious Metals
Proprietor: Kirk Elliot
General Score: ⅗
Unveiling Sovereign Advisors
Kirk Elliot, Ph.D. Private Advisors, also recognized as Sovereign Advisors, is a consulting firm dedicated to wealth management. Like all firms in this sector, its primary objective is to diversify your portfolio and devise a strategy for enduring stability and growth.
Per their website, the firm's top priority is prioritizing people over profits. This principle applies to both their staff and clients. The firm strives to appreciate its employees and foster their most favorable workspace, thus motivating their commitment. Concurrently, they endeavor to make optimal decisions for the welfare of their clients, even if it implies forfeiting short-term profits.
Notably, the firm's operations aren't nationwide across the US. They extend their services to only a handful of states:
Colorado
Arizona
Alabama
Florida
New Mexico
Virginia
Missouri
Georgia
A majority of these states are in the Deep South. You will only be eligible for their wealth advisory services if you reside within this region. Your best bet would be to seek a precious metals dealer who can deliver gold and silver to all 50 states.
The Core Activities of the Company
As stated on their website, the team of consultants at the firm seeks to amplify your financial sway and plan through well-devised mechanisms. These methods bring your innovative ideas and objectives to life, enabling you to enlarge your fortune while experiencing the lifestyle you've always yearned for.
The firm professes to assist with the following:
Establishing a secure financial future.
Enhancing a portfolio via shrewd planning and investments.
Employing precious metals to forge an investment collection.
Maintaining a continuous lifelong connection to oversee, modify, and manage your wealth.
Their emphasis on precious metals is atypical. However, the firm aims to craft tactics that let your collection grow yet stay safeguarded. Every customer is presented with a tailored management scheme, recognizing that each client has a unique situation.
The Process
The initiation phase of the process is enlightenment. The firm needs to understand you better to tailor-make a plan that suits you. They need insights into your aspirations and ambitions. With this, they can help devise a custom plan to nurture your wealth for forthcoming generations, ensuring your lineage always remains affluent.
While crafting the plan, the advisors will leverage prevailing economic trends as beneficial roadmaps. Rather than resisting the financial flow, they'll scrutinize the global economy and make optimal decisions for the given time.
The ensuing phase revolves around empowerment. It would be best if you felt assured about the choices you're making for your future. You should feel knowledgeable about your actions. As per the firm, ill investments are nonexistent; only poorly timed ones are. As every timing holds significance, the advisors strive to ascertain your reasonable time.
The advisors assure to share their economic analysis and any other insights. This will simplify the process of you making informed decisions.
Numerous diverse strategies could be employed, hinging on your objectives. Factors like your life phase, your family's future, debt, or long-range goals can all add to the complexity. The advisors aim to factor in all these elements when shaping your perfect plan.
Some of the alternatives that might be included in your plan are:
Options for international or domestic storage facilities for precious metals.
The firm focuses on integrating precious metals into a conventional portfolio to inject a more dynamic diversification layer.
Upon the plan's creation and execution, the team will maintain their association with you. They'll keep you informed of various economic event analyses. They'll assist you with wealth management and prepare the next generation to succeed in your established legacy.
According to the firm, they aim to forge partnerships that metamorphose into lasting legacies for generations.
Assessing the Legitimacy of Kirk Elliot PhD
Kirk Elliot's Ph.D. is not a scam. This is a legitimate group of advisors that Kirk Elliot founded. There's no question that he has a Ph.D. and other incredible economic qualifications. Everyone who gives financial advice at the company is certified and has a background in economics.
There are a few potential drawbacks, though. One is that finding reviews from past customers online takes more work. There aren't any reviews or complaints with the BBB, though the company does have an A+ rating. The only place to find reviews is on the Sovereign Advisors Facebook page.
The Facebook page does contain several testimonials. People say that the company prioritizes people over profits. However, many of these individuals also mention that they have known the company's owner for years. So their reviews should be taken with a grain of salt.
Most people reviewing the company have a long professional and personal history with the owner. That makes sense -- many people turn to those they already trust for wealth advice. But it doesn't necessarily tell us much about how strangers feel about the services' quality.
Pros & Cons of Kirk Elliot PhD
Pros
Specializes in wealth advice involving precious metals.
Holds an A+ standing with the BBB, albeit devoid of reviews.
Possesses advisors with PhD-level expertise in economics.
Cons
Sparse online commentary from previous clients.
The website needs precise explanations of solution execution.
It doesn't operate as a precious metals retailer.
Service accessibility is not nationwide.
Final Thoughts
Kirk Elliot, Ph.D., the founder and primary consultant at Sovereign Advisors, holds extensive knowledge of economics and a wealth of experience within the finance sector. His advisory firm primarily aids individuals in enriching their portfolios with precious metals to safeguard their wealth.
Such a specific focus on precious metals is a unique approach among wealth advisory firms, which often advise on a broader range of asset diversification. However, Kirk Elliot has chosen this specialty, leveraging his deep understanding of the economy.
Online customer feedback for the company is scarce. Most of the positive remarks on their Facebook page appear to originate from long-time acquaintances and colleagues, making assessing impartiality challenging. We are still determining the satisfaction levels among those unfamiliar with the company.
The firm, on the whole, seems reputable. However, more detailed information is needed to endorse them fully. While the website clarifies its focus on precious metals as part of wealth advising, it needs further insights. Details matter!
Moreover, this firm is not directly involved in selling precious metals. While they might leverage their industry relationships to secure precious metals at more competitive rates, there must be certainty. Therefore, if you're primarily seeking a precious metals dealer for straightforward transactions, there may be better choices than this.
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With over 20 years in the financial industry, Mike specializes in Gold IRAs and precious metal investments. Inspired by his family's history and the financial wisdom of his grandfather, Mike is passionate about helping individuals secure their retirement through stable and guaranteed assets. A Certified Financial Planner™ and Chartered Financial Consultant®, he's a trusted voice in the financial community.