The Only Hire
100% Dedicated To
Making You Wealthy
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BUSINESS WE SERVED
LIFESTYLE
Entrepreneurs who run smaller businesses, often with the goal of supporting a specific lifestyle rather than rapid growth or scaling. They may be solopreneurs or have a small team.
High Performance
Entrepreneurs who have successfully scaled their businesses beyond the initial startup phase. They likely have larger teams and more complex operations, with a focus on continued growth and optimization.
Enterprise/Unicorn
Entrepreneurs running large, rapidly growing companies or those with the potential to become industry leaders. They may be dealing with significant complexity in their business operations and personal wealth management.
Who We Are
At Sovereign Entrepreneur, we are dedicated to helping entrepreneurs build untouchable wealth without sacrificing their focus on business growth. Founded by Brad Gibb, a former Goldman Sachs analyst turned successful entrepreneur, our team understands the unique challenges business owners face in managing their personal wealth. We’ve developed the Entrepreneur Wealth Codex, a comprehensive framework that integrates tax strategy, profit protection, and strategic investing tailored specifically for entrepreneurs.
Our innovative approach, centered around the concept of a Chief Wealth Officer, allows business owners to optimize their financial strategies while keeping their attention where it belongs – on growing their companies. With a track record of helping clients save millions in taxes and access exclusive investment opportunities, we’re committed to helping entrepreneurs achieve both business success and lasting personal wealth.
Our Process To Untouchable Wealth
The most effective & certain way to leverage the success of your business to build your personal wealth.
Chief Wealth Officer
Wealth Codex
Quarterly Cadence
What is a Chief Wealth Officer?
A Chief Wealth Officer is the only hire 100% focused on making the entrepreneur wealthy, separate from the day-to-day operations of their business.
The CWO acts as a single point of contact to manage all aspects of an entrepreneur’s wealth strategy, similar to how a Chief Marketing Officer manages all aspects of marketing.
CWO Responsibilities:
- Design your comprehensive wealth strategy.
- Build and manage an “A-player” team of financial professionals (accountants, tax preparers, attorneys, insurance professionals, investment advisors, etc.)
- Coordinate actions among team members proactively.
- Curate a powerful network of investment opportunities and resources.
What is a Wealth Codex?
A Chief Wealth Officer is the only hire 100% focused on making the entrepreneur wealthy, separate from the day-to-day operations of their business.
The CWO acts as a single point of contact to manage all aspects of an entrepreneur’s wealth strategy, similar to how a Chief Marketing Officer manages all aspects of marketing.
CWO Responsibilities:
- Design your comprehensive wealth strategy.
- Build and manage an “A-player” team of financial professionals (accountants, tax preparers, attorneys, insurance professionals, investment advisors, etc.)
- Coordinate actions among team members proactively.
- Curate a powerful network of investment opportunities and resources.
What is a Quarterly Cadence?
A Chief Wealth Officer is the only hire 100% focused on making the entrepreneur wealthy, separate from the day-to-day operations of their business.
The CWO acts as a single point of contact to manage all aspects of an entrepreneur’s wealth strategy, similar to how a Chief Marketing Officer manages all aspects of marketing.
CWO Responsibilities:
- Design your comprehensive wealth strategy.
- Build and manage an “A-player” team of financial professionals (accountants, tax preparers, attorneys, insurance professionals, investment advisors, etc.)
- Coordinate actions among team members proactively.
- Curate a powerful network of investment opportunities and resources.
GET STARTED
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