Founded in 2010, Covenant Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) firm. Its mission is to provide objective and comprehensive financial advice, acting as a fiduciary to serve the best interests of its clients, who are typically high-net-worth individuals, families, and business owners. The firm specializes in creating customized financial plans that encompass investment management, retirement planning, estate planning, tax strategies, and risk management, aiming to help clients achieve their long-term financial goals with confidence and clarity.

Founded in

United States