Investment Management

Get the investment advice, management, and perspective you need to enjoy life without the stress of money.

Do you want financial peace of mind? Well, of course you do...who would ever say they have enough financial security?

 

The REAL question is - how do you achieve financial security?

 

There are countless wealth management strategies and tactics out there, so where do you start? Where do you focus your time?

 

Let's look at investing in mutual funds for example: There are now over 9,598 mutual funds in the United States, investing in stocks, bonds, active, and index investing strategies. How can you know which ones to choose based on your individual goals and family situation?

The reality is that you will NEVER be able to analyze all 9,000+ funds the right way.

Even we don't focus on everything. Why? Because it's nearly impossible. 

But, we're still able to create, implement, and manage personalized investment strategies that give our clients a better chance at gaining financial peace of mind.

At Covenant Wealth Advisors, we provide comprehensive investment management strategies to individuals and families that take into account your income, assets, tax situation, and personal vision for the future. Get a fiduciary financial advisor who will provide the advice you need, without charging commissions or selling you a product you don't need.

WE'RE DIFFERENT BECAUSE

OUR ADVISORS ARE ALWAYS FIDUCIARIES

This means that our financial advisors are required by law to always put client interests first. 

WE BUILD A PORTFOLIO JUST FOR YOU

We take a comprehensive approach to designing and managing investment portfolios toward your life and goals.

OUR FEES ARE SIMPLE AND TRANSPARENT

Our fee-only financial planners never earn hidden fees or commissions. This reduces conflicts of interest.

WHY INVESTMENT MANAGEMENT?

 

I want to avoid significant losses during a market downturn.

The thought of experiencing a significant investment loss during a market downturn can be worrisome. The S & P 500 (a popular stock market index) fell by 56.4% during the 2008 market crash. For investors nearing retirement, this type of loss can spell disaster. We'll design and manage a portfolio that is personalized for your risk tolerance to help you sleep more soundly. 

I'm tired of managing my investments. I'd rather have a relationship with an expert who can do it for me.

Your life is busy and you realize that you can't be an expert in all things. Getting a relationship with a financial advisor you trust may help reduce financial anxiety, remove emotion from investment decisions, and give you more time to focus on the things you enjoy. 

I'm concerned about what will happen to my spouse after I'm gone.

You may have managed your own investments your entire life. But, that doesn't mean your spouse  or children have the same expertise or interest in taking over that role. Getting expert investment advice and management from a financial advisor can be a great way to maintain control of your finances, while creating the peace of mind you want in the event something happens to you.

I want to create sustainable income in retirement.

Are you concerned about creating income from your portfolio in retirement? Creating a sustainable "paycheck" in retirement isn't easy, but we're experts in turning your portfolio into an income machine.

I want to implement the right mix of investments for my retirement goals.

How you invest for retirement is very different than how you invested in your early years. We'll design a personalized investment plan that takes into account your entire financial life and your retirement goals. As a result, your investments will be optimized specifically for your needs now and in retirement.

I want better investment returns.

Based on a recent study from Vanguard, working with an investment advisor may improve your overall returns by 3% or more. We'll help calculate the return you need to achieve to accomplish your goals; then, we'll help design and implement a personalized investment plan to give you the best chance of achieving that return.  ​

I want to reduce the amount of taxes I pay on my portfolio earnings.

With a thoughtful tax strategy, we can create a tax-managed portfolio aimed at reducing your tax bill both now and in the future. We will even analyze your tax filings to find out if your current portfolio is generating unnecessary taxes, a common mistake we notice on portfolios sometimes managed at major Wall Street firms.

Our Investment Management Services Include

Asset Allocation Analysis

Investment Selection

Portfolio Rebalancing

Tax-Managed Investing

Institutional Investment Access

Portfolio Income for Retirement

Charitable Giving Strategies

Start Here to See if We Can Help

FOLLOW US ON

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • YouTube

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