What We Offer

Many financial services firms provide services limited to investment management, not taking into account the interrelated complexities of a client’s financial world. Other firms aspire to be all things to all people providing a broad array of services with limited depth of engagement. We take a different approach. We believe that taking a selective approach to our services with excellence of service and a corresponding deep relationship so that we can best guide our clients through the decisions essential to their financial success.

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  Family Office Services

• Our highest level of engagement is our family office services. We work with individuals and families of wealth to help them source and coordinate the components essential to their financial success. Our Approach to Wealth Management takes an integrated view of our client’s wealth and addresses the top five critical concerns of successful people. At Covenant Wealth Management, we work with a select team of qualified professionals in a coordinated fashion to help you address your key financial goals. These professionals include accountants, attorneys, investment portfolio managers, insurance specialists, and others as well as the professionals on our client’s team and any professionals that we recommend that you add to your team as well.

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  Generosity Planning

• One of the most rewarding ways we serve clients is guiding them through a process to infuse generosity into their financial lives today and into their legacy for future generations. We guide generous Christians through a process to discover their life’s calling, design a plan that addresses the spiritual, vocational, and financial components of their calling, and develop a lasting legacy that fulfills their calling. Using advanced charitable planning techniques, we help our clients leverage their generosity to magnify its impact both today and for generations to come.

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  Legacy Planning

• Our approach is more focused on who you are than what you have. We start with relationship. Not just knowing your balance sheet, but your dreams and your goals, even your limitations and your uncertainties. Then, we seek to understand those characteristics that make you who you are: your principles, relationships, passion, and calling. Knowing you allows us to properly guide you through the decisions you face.

  Using this in-depth approach, we produce customized strategies to help select families build and leave a thriving legacy for generations to come. With the ever-increasing complexities in today’s world, we filter out the financial noise and distill out the essential elements that apply to our client’s specific situation. The result is a clear view of financial success and the ability to direct that success to future generations, not only tangible resources, but also principles, relationships, passion, and calling. Incorporating all these facets into the strategy, we believe, is vital to the preservation of a multi-generational legacy.

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  Wealth Management

• Our approach to wealth management focuses on three key elements:

  Investment Consulting + Advanced Planning + Relationship Management.

  For more details on our approach, see Our Approach to Wealth Management.

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  Financial Planning

• Financial planning pulls together all your finances and organizes them to help make management easy and effective. The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.
  Creating a financial plan will help you:

  • See your finances, so you understand how your individual financial decisions collectively impact your financial success.
  • Create integrated strategies that take into account the interconnectedness of your financial activities.
  • Identify your long-term financial goals and the steps needed to pursue them.
  • Track your progress and make adjustments as you experience new life events or develop different perspectives.

  
  For more details on how we incorporate financial planning into our services, see Our Wealth Management Process.