Preserve wealth. Conservatively grow.
Investment management at Covenant Wealth Advisors is transparent and collaborative. It's all about creating an investment portfolio that helps maintain your lifestyle now and in retirement. This means everything from conservatively growing your investments through investment selection to preserving your investments with risk management strategies.
Covenant Wealth Advisors specializes in creating handcrafted investment management strategies for individuals and families who are within ten years of retirement or currently retired. We've developed and implemented investment plans for individuals with $500,000 to families with $20 million or more. As a fee-only fiduciary investment advisor, you can be assured that we're legally required to put your interests ahead of our own.
Why do I need investment management?
I want to align my investments with my life goals.
We can create a personalized investment plan that considers your total financial picture. We'll align your money with your goals including - retirement income, travel, charitable gifting, helping kids, major purchases, and more.
I'm concerned about experiencing significant investment losses.
Your portfolio is a complex machine with many moving parts. We'll use Nobel Prize winning economic research to help manage risk and preserve your investments long-term.
I want to create a stream of income in retirement.
You may need more income than social security can provide. We optimize your investments to create the income you need so you can enjoy your life, travel, and spend time with family and friends.
I want better investment returns.
Investment management at Covenant Wealth Advisors is more than just improved diversification. It's about building a portfolio targeting the returns you need so you can continue to conservatively grow your wealth.
I want to reduce the taxes I pay on my portfolio earnings.
Taxes can can quickly destroy your portfolio but tax laws are complex. We implement tax-managed investment strategies to reduce your tax burden and increase your after-tax returns.
I need a second opinion on my investments. What should I do?
Our comprehensive investment portfolio audit will help you understand the gaps in your investment plan and what you need to do to fix them. So, what are you waiting for? Contact us today.
Excellent Partnerships. Better Advice.
Contact us to get a FREE second opinion on your financial situation.