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Who we are...

Sovereign Wealth Solutions is a Registered Investment Advisor licensed in

Minnesota.  We specialize in fee-based advisory planning and Capital Access Planning.

 

Why we are here...

The mission of our organization is to defend the integrity of the wealth building process.  We seek to

cultivate and instill the disciplined sensibilities necessary to building and protecting wealth. 

 

 
 

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         Mathew Coyle's profile on LinkedIn

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Our President

 

Mathew P. Coyle

mat@sovereignwealthsolutions.com 

 

 

PROFESSIONAL

Mathew Coyle has spent over a decade serving clients in the financial services industry as a wealth advisor.  As an independent advisor, Mat has experience helping clients in multiple areas of personal finance.  

During his career, he has been a trusted advisor to enterprises ranging from a single employee to Fortune 500 organizations.  He has also served as Portfolio Consultant to the University of St. Thomas Endowment Fund board of directors - responsible for selecting and managing assets on behalf of the University of St. Thomas Endowment Fund.

Mat holds the following active licensing:

 

 - State of MN, Registered Investment Advisor License #IA-3839

 - State of MN, Resident Life Producer License # 20430268 ( +11 other states)

 - State of MN, Resident Life Agency License #40099391

 

Mat attended Drake University where he earned a Bachelors of Science in corporate finance, and also holds a Masters degree in Economics from the University of St. Thomas in St. Paul, Minnesota. 

 

PERSONAL

Mat is an avid golfer and former Division-1 collegiate tennis player.  He enjoys travel, wine, athletics, and spending time with his wife and two growing boys.  He resides in Eden Prairie and was raised in Wayzata, Minnesota.   

 

Our Resource Professionals*

 

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Timothy O. Davis

Estate Planning

Hellmuth & Johnson, PLLC

hjlawfirm.com 

952-746-2104 

tdavis@hjlawfirm.com 

 

 

Tim Davis is a partner and chair of the Estate Planning Practice Group at Hellmuth & Johnson, PLLC.  With 25 years of experience, Tim represents clients with estates of all sizes and complexities, and is dedicated to helping them achieve their planning objectives. For the past twenty-five years, he has represented clients in Probate, Trust Administration and Conservatorship matters throughout the seven county metro area Probate Courts.   

 

Tim is AV® Peer Review Rated – the highest possible Peer Review Rating from Martindale-Hubbell. Licensed to practice law in the State and Federal District Courts of Minnesota, he is a member of the Hennepin County and Minnesota State Bar Associations, with long term participation in the Probate and Trust, Real Estate and Medical Assistance sections. He is a former trust officer with Richfield Bank & Trust Company and National City Bank of Minneapolis, both purchased by M & I Bank.

 

Tim obtained his J.D. from Hamline University School of Law, and completed his undergraduate studies at Moorhead State University with a B.A. in Social Work. He served in the Peace Corp in India from 1970 until 1972. Active in Boy Scouts and Church Choir, he also serves as Vice Commodore of the Pepin Yacht Club. 

Date
 

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Dr. Riley F. Uglum

Corporate Strategies

Promethean Ventures, Inc.

promethean-ventures.com

888-666-4512

rileyu@eca.optometry.net

 

 

Dr. Uglum is a 35-year veteran optometrist and corporate strategist who has started multiple organizations during his lengthy career.  Riley specializes in entrepreneurial ventures, corporate strategy, strategic coaching, and consulting for Sovereign Wealth Solutions.  Dr. Uglum is CEO of Promethean Ventures, a coaching company that provides strategic financial solutions for private practice optometrists.  In addition, he is the executive director of the National Wellness Alliance, a firm which enables private practice doctors to grow their businesses by providing advanced technology anti-aging services to its patients.  

 

When he's not seeing patients, Dr. Uglum enjoys traveling, playing golf, snow skiing, aviation and spending time with his family which has now expanded to include five grandchildren.  He also speaks frequently on behalf of Promethean Ventures and the National Wellness Alliance and has co-authored a book, The E-Myth Optometrist with best selling business author Michael E. Gerber. 

 

 

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Leslie Martens, CLTC

Long Term Care Specialist

Newman Long Term Care

newmanltc.com 

612-454-4423

LeslieM@newmanltc.com 

 

 

As a young adult, Leslie was hired to help a neighbor care for his wife who was wheelchair-bound due to polio.  She understands that families rally around their loved one, but often need assistance from others.  She also knows how devastating the costs of long term care can be.  Impacted by these experiences, Leslie attended St. Olaf College in Northfield, Minnesota, where she earned a Bachelors Degree in Nursing.  She worked as a physical rehabilitation nurse in a Minneapolis hospital and then became Director of Nursing at a long term care facility.  These experiences led to a career transition when she became a Long Term Care Specialist with Northwestern Mutual Financial Network.  She joined Newman Long Term Care in 2006. She assists couples, families, business owners, employers and employees in planning for and managing the personal and financial risks of long term care.  

 

Leslie welcomes your interest in learning how you can protect your financial future.  Using an educational approach, she is happy to walk you through the decision making process of long term care planning.  Leslie is a member of the National Association of Insurance and Financial Advisors (NAIFA) and has earned the Certified in Long-Term Care (CLTC) professional designation.  She volunteers at her children's school, her church and the Arthritis Foundation. 

 

 

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James Lange

Business Law & Tax

BLT Law Group

bltlawgroup.com

612-382-6450

james@bltlawgroup.com

 

 

James Lange is currently an Assistant Professor of Marketing & Business Law at St Cloud State University, teaching Legal Environment Business & Commercial Transactions.  Formerly, he was an Adjunct Professor of Law for the University of St. Thomas, teaching Business Law to Master of Business Arts candidates, as well as an Adjunct Professor of Accounting at St Kate’s, teaching Income Tax.  James founded Lange Law Offices in 2001, opening a diverse practice revolving around business litigation, state and federal tax issues, personal injury and estate planning.  Before that he was an associate for a large law firm practicing in the national arena of insurance defense litigation involving fires, explosions, catastrophic losses, chemical spills, and agriculturally based litigation.  He traveled nationwide to investigate and litigate calamitous events, including grain elevator explosions, commercial hog confinement fires, storage facility structural failures and chemical spills.  Prior to practicing law, James worked as a corporate accountant for a large multinational manufacturing and retail distribution company.  He also owned and operated a large commercial grain, beef, pork, and poultry farm in Iowa for over ten years.  James is a current member of The American Society of Agricultural Engineers, the Association of Trial Lawyers of America, Minnesota State Bar Association, the American Association of Attorney-Certified Public Accountants, and numerous other organizations.  He holds several degrees including:

 

Associate of Science in Technical Agriculture from Iowa State University, a Bachelor of Arts in History from Augustana College, a Master of Arts from Augustana College, and a Juris Doctor from William Mitchell College in St. Paul, MN.

 

Disclosures

RIA - Prospective Client Disclosure Statement (Click here to Download)

 
 

*Resource professionals are independent preferred providers and not employed by Sovereign Wealth Solutions, Inc.