Client Login

CWA New Client Portal

Acccess the Covenant Wealth Advisors client portal to see account balances, access documents, and track your financial plan.

eMoney Portal (Legacy)

eMoney will be replaced by the CWA Client Portal.

Fidelity Investments

Log in to your fidelity investments account to access account balances.

Charles Schwab

Log in to your Charles Schwab account to access account balances.

ShareFile by Citrix

Use Sharefile to send us your personal files via secure transfer. It is easy to use and secure.

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CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018