Schedule a FREE Portfolio Checkup
Does your investment portfolio need a checkup?
You receive an annual physical from your doctor, right? So, why wouldn't you get expert advice on your investment portfolio? A portfolio checkup from Covenant Wealth Advisors can help you identify unknown risks and opportunities to help you maintain financial security before and during retirement.
Our fully customized portfolio checkup will answer many questions including:
Is my investment portfolio aligned with my financial goals including retirement and additional spending needs?
Do I own the right mix of investments based upon my individual situation?
Am I taking too much risk or do I own investments that may be unsuitable for me and my family?
This is where an independent portfolio checkup from Covenant Wealth Advisors can help.
Objective investment analysis and review
Assess your portfolio allocation (mix)
Analyze ways to reduce taxes on your earnings
Evaluate fees and expenses
Advice from an independent fiduciary SEC Registered Investment Adviser
Fee for service only – No Commissions or Product Sales
Covenant Wealth Advisors is a private wealth management and fee only financial planning firm 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 financial advisors and fee-only financial planners specialize in working with successful individuals and families age 50 plus, who are concerned about retirement, and who have over $1 million in investable assets.
Investment Advisory Services are offered through Covenant Wealth Advisors, an SEC Registered Investment Adviser.
The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.