About Us

For nearly 15 years, our team helped families and individuals across the country solve complex financial problems. Our unique and bias-free process allows us to serve in a way that consistently alters trajectories for good.

It’s an honor to serve.

What we value

Our core values represent our promises to you, as our client.

Competency

When it comes to finances, we want to be the smartest at the table. Not out of arrogance, but out of a hunger to learn and offer nothing less than the best to our clients. We aim to be the tip of the spear on all things financial advice.

Empathy

A family’s finances are both terrifically important and extremely personal. Diving into the details with someone new can feel quite vulnerable. We honor your choice to trust our team, and we come into sensitive conversations with the empathy we would hope to receive if the tables were turned.

Integrity

As individuals and as a company, we’re completely committed to honest, ethical dealings, no matter what. Mistakes are incredibly rare, but we’re humans. If anything outside our expectations happens, we’ll be the first to look you in the eye and tell you straight, even when it’s to our detriment.

If a day comes that we stop adding value to your family, you can terminate our services then and there. No exit fee, no hard feelings.

Start the conversation

Allow us to introduce ourselves

Justin Cramer

Managing Partner
Head of Family Office

Mike Kuckel, CFA®

Managing Partner
Head of Investments

Will Hines, CFP®

Managing Partner
Head of Planning

Mikayla Kuckel

Client Service Specialist

Josh Holland

Director of Client Services

Sarah Howington

Director of Client Operations

Collin Jones

Partner, Head of Strategy

Yohaan Varghese

Vice President of Operations

Unique Needs Specialists

We partner with unaffiliated 3rd party institutions, teams and individuals around the country to ensure their is no part of your complex problem that we can’t help solve.

map of the USA with pinc on Sovereign Family Office locations in Greenville, Myrtle Beach and Denver

Headquarters:

Myrtle Beach, SC

Serving clients nationwide.

Photo of Mike Kuckel's family

Mike Kuckel, CFA®

Managing Partner, Head of Investments



Phone: (864) 501-5108



Email: mike@sovereignpw.com

Mike’s work life and personal pursuits have focused on helping others along their stewardship journey. That passion led him to be a co-founder of Sovereign Private Wealth and enabled him to see others experience a higher level of satisfaction and joy in life. With a mission to enable and equip people to be good stewards of what they have been entrusted with, Mike uses his unique gifts and background to serve others.

Mike has been a part of the upstate South Carolina community for over 25 years, where he has raised his family and started Sovereign. He earned a BSBA with a major in finance and a concentration in investment management from Central Michigan University. He then went on to obtain a Master of Divinity in Biblical Languages at Southeastern Baptist Theological Seminary in Wake Forest, NC. His theological studies were crucial to his understanding of the use of money and possessions. In addition, Mike is a pioneer and leader in Values Based Investing (VBI), which is an investment philosophy that focuses on investing according to your values and leads to human flourishing.
Mike worked as a vice president of Stewardship Partners Investment Counsel and as Regional Director of Broker Relations at the Timothy Plan mutual funds. Mike also pursued the Chartered Financial Analyst (CFA) designation, which he earned in 2006. In addition, he is a Certified Kingdom Advisor (CKA®). In 2019, Mike became a Colson Fellow of the Colson Center for Christian Worldview. His career in portfolio management has spanned over three decades, and his experience and acumen help him serve our clients as Head of Investments.

Mike and his wife, Hope, live in South Carolina and have ten children (yes, 10!) and a pot-bellied pig named Kevin Bacon. When he is not chasing kids or doing yard work, Mike enjoys hunting, sports of any kind, reading, and traveling to new places. He also enjoys being one of the pastors of Greenville Community Church in downtown Greenville, SC, and teaching Personal Financial Management as an adjunct professor to students at North Greenville University.

Mike Kuckel is an investment adviser representative of OneAscent Financial Services, LLC (“OAFS”), a registered investment adviser with the United States Securities and Exchange Commission. OAFS and OneAscent Wealth Management, LLC are affiliated advisers. Please refer to OAFS’s ADV Part 2A for more information.

Photo of Mike Kuckel's family

Mike Kuckel, CFA®

Managing Partner, Head of Investments



Phone: (864) 501-5108



Email: mike@sovereignpw.com

Mike’s work life and personal pursuits have focused on helping others along their stewardship journey. That passion led him to be a co-founder of Sovereign Private Wealth and enabled him to see others experience a higher level of satisfaction and joy in life. With a mission to enable and equip people to be good stewards of what they have been entrusted with, Mike uses his unique gifts and background to serve others.

Mike has been a part of the upstate South Carolina community for over 25 years, where he has raised his family and started Sovereign. He earned a BSBA with a major in finance and a concentration in investment management from Central Michigan University. He then went on to obtain a Master of Divinity in Biblical Languages at Southeastern Baptist Theological Seminary in Wake Forest, NC. His theological studies were crucial to his understanding of the use of money and possessions. In addition, Mike is a pioneer and leader in Values Based Investing (VBI), which is an investment philosophy that focuses on investing according to your values and leads to human flourishing.
Mike worked as a vice president of Stewardship Partners Investment Counsel and as Regional Director of Broker Relations at the Timothy Plan mutual funds. Mike also pursued the Chartered Financial Analyst (CFA) designation, which he earned in 2006. In addition, he is a Certified Kingdom Advisor (CKA®). In 2019, Mike became a Colson Fellow of the Colson Center for Christian Worldview. His career in portfolio management has spanned over three decades, and his experience and acumen help him serve our clients as Head of Investments.

Mike and his wife, Hope, live in South Carolina and have ten children (yes, 10!) and a pot-bellied pig named Kevin Bacon. When he is not chasing kids or doing yard work, Mike enjoys hunting, sports of any kind, reading, and traveling to new places. He also enjoys being one of the pastors of Greenville Community Church in downtown Greenville, SC, and teaching Personal Financial Management as an adjunct professor to students at North Greenville University.

Mike Kuckel is an investment adviser representative of OneAscent Financial Services, LLC (“OAFS”), a registered investment adviser with the United States Securities and Exchange Commission. OAFS and OneAscent Wealth Management, LLC are affiliated advisers. Please refer to OAFS’s ADV Part 2A for more information.