Products & Services
Our Approach
For more than 30 years, Covenant Group Wealth Management has specialized in providing comprehensive wealth management services to individuals, families, and business owners. Our team is committed to serving our clients as unique partners, each needing individualized solutions and thoughtful strategies to empower them to make their own decisions about their financial future. Above all else, we value the relationships and trust that we build with our client base.
Financial Planning Services
We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple (and competing) financial goals. Whether it's a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.
Sample services:
- Portfolio Allocation Review
- Retirement Planning
- Social Security and Medicare Analysis
- Net Worth Statement
- Detailed Cash Flow Planning
- Wealth Transfer Scenarios
- Family Financial Education
- Charitable Giving
Investment Management Services
We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short- and long-term goals. As a fiduciary, we also provide expert, objective, and independent advice, putting your needs and best interests first.
Sample services:
- Portfolio Review
- Investment Selection
- Rebalancing
- Gain/Loss Harvesting
- Time Horizon Analysis
- Risk Tolerance Review
- Asset Allocation
- Investment Research