Our Services

Wealth Management Services

INVESTMENT MANAGEMENT

Investment management is the prudent and professional oversight of your investments in order to achieve specified investment goals.

 

Getting the returns you need so you don't run out of money in retirement is important. But, you also want a strategy that can help preserve your investments during a  market downturn.

Investment management can help.

FINANCIAL PLANNING

Financial planning is a comprehensive process designed to clarify your life goals and provide unique insights on how to accomplish them.

 

Your plan may include advice on many areas including investments, retirement, tax, estate, insurance, and debt. 

But, life isn't static. That's why we'll partner with you long-term to monitor your progress and keep you on track. 

 

RETIREMENT PLANNING

Retirement planning can provide the insights you need to avoid outliving your money in retirement. 

From clarifying your income needs, to projecting cash flows, to analyzing your healthcare costs in retirement, to getting the most out of social security, retirement planning can help you create the income stream you need to live comfortably in retirement.

Contact us to help you retire with confidence.

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