A Strong Foundation
At Covenant Wealth Strategies, we’re passionate about building client relationships on a firm foundation of trust, experience, and exceptional service—a fact that becomes evident as soon as you walk through our doors. Founded in 1999, we are an independent advisory firm which strives to fulfill the significance of our name through our personal approach to wealth management and our specialized, comprehensive financial plans. Our team of knowledgeable wealth advisors and service professionals leverages expertise across multiple disciplines and partners with you to develop a clear, actionable plan that helps you pursue what matters most.
We invite you to discover the value of personal, unbiased investment advice as we work with you to design Strategies for your Success.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Knowing the rules may help you decide when to start benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.