Our Comprehensive Services

Our goal at Covenant Wealth Strategies is to be your trusted advisor by offering professional knowledge, integrity, and personalized service. We are committed to building and maintaining a long-term relationship with you, giving you and your financial needs the attention they deserve.

The generations of families and individuals we serve are a testament to the need for reliable advice at any age and in any stage. It is our privilege to provide direction through all of life’s milestones including marriage, the birth of a child, and retirement and to see you through difficult times such as career change, divorce, or death of a loved one.

We consider it an honor to accompany you throughout your journey, customizing our core offerings to point you towards financial independence.

Retirement Readiness Planning

We incorporate cash flow, tax, pension, income, and social security strategies to meet your retirement lifestyle expectations.

Estate & Legacy Planning

We collaborate with your attorney to solidify asset titling and beneficiary agreements, as well as facilitate multi-generational financial planning.

Investment & Portfolio Management

Through careful analysis, we construct a portfolio adjusted to your risk tolerance, investment objectives, and time frame. Our investment philosophy is to protect and advance our client’s interests by conducting extensive industry research and diversifying broadly.

Risk Management Planning

Our advisors evaluate your present coverage and introduce appropriate risk management resources in the areas of life insurance, disability insurance, and long-term care insurance.

Charitable Giving

A key part of our business is the concept of stewardship. We support our clients with their charitable giving strategies to maximize their impact.

Executive Compensation

Our team researches and develops investment optimization strategies for employer sponsored retirement plans including 401ks, stock options, deferred compensation, and pension plans.

Education Planning

We’ll help you and your family save on and for the cost of college by discussing a variety of strategies, including the use of 529 plans and other tax-favored strategies.

Go To Our Investment Process

Our Services