Covenant Wealth Advisors Privacy Policy

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depend on the product or service you have with us. If you are a client, this information can include:

 

  • Social Security number

  • Financial account balances, holdings, and transaction history

  • Investment experience, income, and assets

 

When you are no longer our client, we continue to share your information as described in this notice.

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons clients choose to share; and whether you can limit this sharing.

Reasons we can share your personal information:

  • For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

  • For our marketing purposes—to offer our products and services to you

How does Covenant Wealth Advisors protect your personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Covenant Wealth Advisors collect my personal information? 

 

We collect your personal information, for example, when you

  • Sign an investment advisory agreement

  • Open an account

  • Request investment or financial planning advice

  • Tell us about your investment or retirement portfolio

  • Visit our website or request information via our website

Online Personal Data collected for the following purposes and using the following services:

  • Analytics:

    • Google Analytics and Display Advertising extension for Google Analytics

    • Personal Data: Cookies; Usage Data

  • Contacting the User:

    • Contact form - Personal Data: email address; first name; last name; phone number

  • Remarketing and behavioral targeting

    • Facebook Remarketing, Google Ads Remarketing, Remarketing with Google Analytics and Twitter Remarketing. Personal Data: Cookies; Usage Data

  • Traffic optimization and distribution

    • Cloudflare. Personal Data: Cookies; various types of Data as specified in the privacy policy of the service

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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