About Us

Experience You Can Count On

Sovereign Assets was created by people that were brought up in an environment where living paycheck to paycheck was a norm, with the goal to break that generational curse, and provide options for other families in the community Sovereign Assets is a business with an American Dream Spirit . We are always looking for the next opportunity to educate & advise clients, family members and people in the community about the importance of having a strong financial foundation. Through different financial strategies to teaching other entrepreneurs we ensure the success of all our clients. Striving for a strong financial foundation as well as teaching other entrepreneurs & professionals how to brand & market their business while still having a blueprint on how to build a company.

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Our ramp up process is designed  to empower your team and outfit them with the tools they need to  succeed. Talk to us today about how we can support your growth, limit  your turnover, and put you on a solid track to success and profit.

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Financial strategists to provide YOUR Retirement and Debt Relief Options!

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Our Experience

The truth is, Sovereign Assets understands the real obstacles that can arise from living pay check to pay check, it's the same fighting spirit that inspired our founders to help provide opportunities to increase the financial freedom for as many people as possible. By unlocking the secrets from the wealthy world, it’s allowed us to provide a groundbreaking opportunity for you to invest in your future by providing the foundations for your future freedom. Our dedication to value for your future success is what provides our motive to exceed your expectations on what is possible with Sovereign Assets. Allow Sovereign Assets to guide you toward your possibilities and release yourself from the lies many institutions push you to believe.

Why Us?

Our Services Start with a Comprehensive Consultation! We will help identify gaps and opportunities by drafting a report dedicated to potential timelines, milestones and cost analysis. Accompanied with additional financial instruments, we can discuss the shortcut to creating your path to becoming financially free.

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Estate & Trust Planning

At our firm, we specialize in trust and estate planning services, providing you with the assurance that your assets are handled precisely as you intend. Our expert team ensures that your loved ones are protected, taxes are minimized, and your wealth is seamlessly transferred to future generations. With our tailored approach and seasoned guidance, we empower you to create a legacy that lasts, securing the financial future of those closest to you

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Infinite Banking

At our firm, we specialize in Infinite Banking solutions, offering a unique approach to wealth management that puts you in control. Through Infinite Banking, you can build a financial strategy that grows your wealth while providing liquidity and flexibility, allowing you to leverage the same dollar twice. Each plan is tailored to your individual needs, ensuring that you have access to cash when you need it and that your assets are protected for future generations. We’ll empower you to achieve financial independence and leave a lasting legacy."

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Life & Disability Insurance

The truth is, the secrets of life insurance are not widely known when providing protection, for both yourself and your loved ones will. Let us show you how to turn life insurance into a wealth generating asset, while protecting what’s most important, you.

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Retirement Planning & Private Pensions.

When you know how to properly analyze your financial goals, you open up more opportunities to accomplish your goals sooner. Seek one of our experts to help plan your retirement and see what kind of pension or cash flow assets you’re able to invest in TODAY!

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Premium Financing

At our firm, we specialize in Premium Financing, a strategic approach to acquiring life insurance coverage and building wealth simultaneously. With Premium Financing, you can secure substantial life insurance policies without tying up your liquid assets. Our experienced advisors customize plans to fit your specific goals, providing access to large-scale insurance benefits while preserving your capital for other investments. Through our tailored guidance and innovative financing solutions, we empower you to optimize your financial strategy and protect your legacy for generations to come.

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Corporate Benefits

The best way to keep employee retention is to provide great options that entice them to work and feel protected. View our options to best fit your company's needs for health and dental, including executive bonus plans.

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Debt Management

Why don’t you deserve to live debt free, while making additional cash flow within the next 4 years? Schedule today and start your road map to financial freedom with our Debt Management Team.

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Meet The Team

Wulf Trigo - CEO, Sovereign Assets

Wulf Trigo epitomizes excellence as a Financial Strategist, operating with licensure across multiple states and offering a comprehensive suite of services ranging from traditional life insurance to cutting-edge Infinite Banking, along with bespoke wealth planning solutions tailored for Ultra High Net Worth Families & Individuals.Employing a meticulous and bespoke approach, Wulf prioritizes delivering unparalleled results finely attuned to the distinctive requirements of each client. His emphasis on crafting wealth plans with laser precision around individual objectives distinguishes his practice.What truly distinguishes Wulf is his steadfast commitment to integrity, eschewing the pitfalls of overselling and undue pressure.

Instead, he employs a strategic methodology, honing in on optimizing clients' active income and judiciously allocating resources to construct a robust wealth accumulation strategy. This approach not only multiplies clients' wealth but also strategically mitigates tax liabilities, ensuring they retain more of their hard-earned money.Moreover, Wulf employs a unique strategy allowing clients to effectively utilize the same dollar twice, leveraging liquid assets to expedite cash flow within an ironclad Trust structure insulated from external liabilities.Driven by an unwavering belief in the transformative power of Financial Literacy,
Wulf endeavours to democratise the process, making it accessible to all, regardless of background.

This vision led to the establishment of Sovereign Assets, a firm founded on the principle of empowering individuals with full control over their financial destinies.Wulf Trigo and his team at Sovereign Assets extend a cordial invitation to embark on a journey of financial transformation, where expertise, integrity, and your financial prosperity take center stage.

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Mitchell Patawaran - Vice President

Mitchell Patawaran is a dynamic leader with a unique blend of expertise spanning finance, entrepreneurship, and media production. With a decade-long tenure as a serial entrepreneur and three years of immersion in the finance industry, Mitchell has emerged as a trailblazer, making significant strides in both sectors.As Vice President at Sovereign Assets, Mitchell spearheads strategic initiatives, leveraging his multifaceted background to drive innovation and foster growth. His relentless pursuit of excellence has propelled him to the forefront of the financial services landscape, where he consistently ranks as a top producer, orchestrating multi-million dollar deals and forging invaluable partnerships on an international scale.

Mitchell's journey to prominence began in the entertainment industry, where he made indelible marks as a media producer, shaping the landscape of the Pacific Northwest's entertainment scene. His visionary approach and unparalleled networking prowess enabled him to cultivate a vast network of connections, a testament to his influence and impact in the field.In his role at Sovereign Assets, Mitchell combines his entrepreneurial acumen with his financial expertise, working closely with clients in the commodities space and directly interfacing with private investors to fund projects exceeding $100 million in just two years. His strategic vision and commitment to excellence have earned him widespread recognition, solidifying his reputation as a trusted advisor and industry luminary.With an unwavering dedication to innovation and a track record of success, Mitchell Patawaran continues to redefine the boundaries of possibility, driving meaningful change and shaping the future of finance and entrepreneurship.

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Elier Rey

Real Estate Developer/Investor and Financial strategist. Passionate about transforming properties into thriving assets and integrating Infinite Banking into clients' broader financial plans, wealth accumulation and legacy planning. When Elier is not working on his Real Estate portfolio he is conducting thorough consultations with clients to understand their financial goals, risk tolerance, and client insurance needs while educating clients about the features and benefits of IUL policies, including the death benefit, cash value growth potential and the indexing strategy used to determine interest credits.


Andrew Ornoski

an M&A Advisor and Private Equity Investor, is passionate about realizing his potential and helping people with Infinite Banking. He has been active in the M&A industry since purchasing his first business at age 20. When not investing in businesses, he enjoys assisting successful business owners in buy and sell-side mergers & acquisitions, forming joint ventures, as well as aiding in targeted capital-raise projects.


Brittany Gunn

Financial Strategist—holds a bachelor’s degree in Business Administration and Management from University of Arizona. As a multi-state licensed agent she specializes in wealth accumulation setting clients up for acquiring more assets and portfolio growth acrossed many communities. She redefines expectations by building client relationships with integrity and transparency focusing on each clients needs covering infinite banking to legacy planning.


Steven Koos

I’m a professional with a diverse background in Financial Strategies and Annuities. I specialize in navigating Financial strategies for sustainable results, and I’m dedicated to driving Business success through effective planning and execution.



Sovereign Assets

100% recommend
Based on the opinion of 7 people


Wulf is everything I didn't know I needed. He knows what he is talking about and he took his time to patiently educate me.

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Mårlêý Bäbý - 16/15/2023


What can I say about such a seamless and educational experience! Wulf is extremely knowledgeable about his craft and makes it easy to see the benefits with every option. He's passionate about his clients and wants to make you a priority. I highly recommend him when looking into compound interest life insurance assets for your portfolio.

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Irene Karen - 1/24/2023


I would recommend anyone looking into any type of Life insurance policy, infinite banking etc... to get in contact with Wulf Trigo. I got with him and he educated me on everything and how the process works and all the different policy's that you can use. Once I was educated he took care of me and got me going! I'm happy I've finally made the decision to move forward not only for myself and company but for my family. Thank you for a great experience and transparency, excited to see the future with your company. Blake Hahn

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Blake H - 11/12/2022


Wulf is extremely knowledgeable and very passionate about the success of his clients. Wulf specifically addressed each one of my questions and his approach and demeanor made me feel comfortable about a subject that can be uneasy. Wulf has already helped bridge the gap between any missing pieces of my life insurance knowledge and his expertise. Wulf got me started with my IUL insurance account and helped me maximize the money I invest for generational wealth and future personal investments.

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elier r.- 2/25/2022


Wulf is very educated in his line of work and is very personable towards his clients. He explained the process of infinite banking very clearly and took some time offline to explain how everything worked. He built a customizable plan suitable for my needs. Now, thanks to him, I am able to have my money work for me. Highly recommend working with Wulf.

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Patrick Z. - 9/2/2021


I knew I wanted to get my retirement sorted. Wulf showed me a great way to do that using Life insurance to help me maximize the growth of the money I invest. He was extremely knowledgeable of the different investment options I had available to me and was able to answer every question/alleviate every concern. I ended up applying for and getting accepted for IUL insurance.

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Ben N. - 3/23/2021


5 stars through and through! Helped me obtain my goals and dreams for the future. Set me up to be good to go if anything should happen to me and make sure my kids are taken care of! Don't hesitate to give him a call or meet for lunch!

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Oliver A. - 7/13/2020

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Where does your business need more support? We offer a broad range of services and packages that be customized to your needs. Send us a message today, and we can start you on a path to success.

Sovereign Assets AZ

2231 E Camelback rd. Unit 217 Phoenix, AZ 85016

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