Experience the Difference
Covenant Wealth Strategies can make a difference for individuals, families and business owners seeking…
…an emphasis on service
At Covenant Wealth Strategies our goal is to meet and exceed your expectations. Our commitment to service is evident across every facet of our relationship with you from the smell of fresh baked cookies when you walk through our door to the elegant arrangement of flowers presented in a vase for you to take home. Our clients quickly understand that their experience with us will be nothing short of exceptional.
We routinely survey our clients about our service, and consistently receive positive reviews. Yet the main reason cited for choosing Covenant and remaining a client through multiple market cycles and especially through economic downturns is trust.
…a trusted partner and advocate
Our passion for adding value to our clients’ lives is evident in every aspect of our business from the unparalleled personal and responsive service we seek to provide, to our proactive approach to managing risk and seeking out suitable opportunities aligned with individual client goals and objectives. By placing your interests first in every decision made, we set the tone for a relationship built on trust.
…someone who understands what’s important to you
Our in-house Wealth Plan Design Group utilizes a comprehensive, web-based wealth management system to determine the optimal approach for each client. As part of our financial planning process, we comprehensively evaluate your individual situation, summarize our recommendations, and itemize all of the actions that you and our team will need to take to implement your plan. This is a living document that is regularly reviewed and updated so that it reflects your evolving circumstances and goals. We also “stress test” your plan to consider various “what if” scenarios and unexpected possibilities.
We strive to earn your trust every day by serving as your advocate and guide, and taking responsibility for our recommendations.
As fee-based advisors, our success is directly dependent upon your success.