Covenant Wealth Management
Financial Service
Why pick this one
Covenant Wealth Management combines investment consulting, advanced planning, and relationship management through a disciplined 5-step process.
Best for
- Business owners planning succession
- Generous Christians seeking charitable and legacy planning
- Families planning generational wealth transfer
- Veterinarians managing practice and personal finances
- Healthcare professionals planning around student debt and retirement
- Suddenly single clients navigating financial transitions
- Individuals and families seeking coordinated private client wealth management
Look elsewhere if
- Clients seeking only a single financial product rather than integrated wealth management
Specialties
- Business succession planning
- Generosity and charitable planning
- Legacy planning
- Generational wealth transfer
- Estate and risk management planning
- Tax mitigation strategies
- Financial planning for veterinarians and healthcare professionals
Certifications
- CFP®
- CKA®
- CWS®
- CEPA®
- LPL Financial
What makes them different
- Uses a disciplined 5-step wealth management process
- Combines Investment Consulting, Advanced Planning, and Relationship Management
- Coordinates accountants, attorneys, investment portfolio managers, insurance specialists, and other professionals
- Provides generosity planning addressing spiritual, vocational, and financial components
- Offers private client services for individuals and families of wealth
Distilled from this business's own website.
Contact & Location
- Address
- 301 N Main St, Winston Salem, NC 27101-3836
- Website
- http://www.covenant-wm.com
- rusty@covenant-wm.com
Services
- Private client wealth management
- Financial planning
- Investment consulting
- Advanced planning
- Wealth enhancement
- Wealth transfer
- Wealth protection
- Relationship management