Investment Management

Investment management aligns your investment plan with your overall life plan to help you retire without the stress of money.

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.

Investment Management Resources

Excellent Partnerships. Better Advice.

Contact us to get a FREE second opinion on your financial situation.

Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

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

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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