Covenant Wealth Strategies


Welcome to Covenant Wealth Strategies

Covenant Wealth Strategies was founded in 1999 to provide clients with independent, objective, comprehensive fee-based financial strategies and wealth management. We remain committed to identifying and fulfilling the needs of affluent clients seeking focused expertise and objective guidance across all aspects of wealth planning

Objective, unbiased advice and guidance

We help our clients make smart financial decisions with solutions that reflect each client’s unique combination of risk tolerance, time frame, and present and future goals. Our strategic approach to financial planning and asset management combines objective research with objective advice to create a fluid process for managing wealth where your goals drive every decision.

A focus on you and your goals

As an independent firm, Covenant Wealth Strategies has no obligations to investment product vendors and no quotas or other home office directives that may lead to conflicts of interest. Unlike many other firms, our sole focus is serving our clients and we strive to act in our clients’ best interests at all times. We offer you the benefit of our experience, education and professional training to help you pursue what matters most to you.

Exceptional service

Our focus is on excellent service and building long-term relationships through a commitment to our clients’ success and well being. For more than a decade, we have enjoyed exceptional continuity, retaining over 95% of our clients.