Take the free Sovereign Stewardship Assessment™ and discover exactly where you stand financially — with a personalized score and action plan delivered in under 10 minutes.
No credit card required. Your information is never sold or shared.
The Sovereign Stewardship Assessment™ evaluates 8 critical areas of your financial life.
Retirement Readiness
Are you on track to retire on your terms?
Risk & Protection
Is your family protected against the unexpected?
Investment Strategy
Is your money working as hard as you are?
Tax Efficiency
Are you minimizing your tax burden legally?
Estate Planning
Will your legacy be protected and transferred?
Debt Management
Is your debt structured to build — not drain — wealth?
Income Planning
Do you have a plan for income in retirement?
Financial Goals
Are your goals clear, written, and on track?
Complete the confidential assessment covering 8 areas of your financial life. Takes 8–10 minutes.
Receive your personalized Sovereign Score™ out of 72, with a detailed breakdown by category.
Receive a personalized action plan and the option to schedule a complimentary strategy call with Byron Moore.
Your Advisor
Byron Moore is the founder of Sovereign Wealth Management and a financial advisor with over two decades of experience serving federal employees, pre-retirees, and professionals across the country.
His approach is rooted in values-based financial planning — helping clients build wealth that reflects what matters most to them, not just what the market dictates.
"The Sovereign Assessment opened my eyes to gaps I did not know I had. Byron's guidance gave me a clear plan and real confidence heading into retirement."
Federal Employee · Washington, DC
Enter your name and email below to receive your personalized score and action plan — then take the assessment.
The Sovereign Stewardship Assessment™ takes less than 10 minutes and gives you a clear picture of where you stand — and exactly what to do next.
Take the Free Assessment