Unburdening you and your family from the daily cares of financial management is what Covenant does every day so that you can pursue your passions and interests. At Covenant, you'll have a team of skilled, multidisciplinary financial advisors driven by an honest passion, deep experience, and an ongoing commitment to helping you achieve your life goals.
We provide highly personalized counsel and an integrated suite of financial management services so that our clients can maintain their lifestyles, nurture the next generation, and make their personal mark in the community. Our unique culture and core values are what set us apart. At Covenant, we strive to humbly provide insightful advice that addresses the greatest needs of our clients.
We provide highly personalized counsel and an integrated suite of financial management services so that our clients can maintain their lifestyles, nurture the next generation, and make their personal mark in the community. Our unique culture and core values are what set us apart. At Covenant, we strive to humbly provide insightful advice that addresses the greatest needs of our clients.
Services
Sound investment strategy and management is key to accumulating and sustaining wealth. Entrusting your capital with a professional investor for this purpose necessitates the advisor to be your advocate. As an independent investment advisor, Covenant sits on the same side of the table as you and your family.
Covenant is intertwined in its community. We have a stake here, and we have a value system that empowers us to give back where we can help make a difference. Our team members are active participants in a wide variety of community organizations and activities. As a result, we are uniquely positioned to advise you on the opportunities and benefits of enriching your family's legacy through a targeted, strategic, values-based philanthropy plan.
History has clearly shown that family wealth rarely survives beyond the third generation. This does not have to be the case. Covenant partners with your family to provide objective and experienced guidance to help you navigate the many blessings and challenges associated with wealth.
With a deep understanding of your family's unique needs, goals and dynamics, we incorporate the proven best practices of successful families to help you transfer your financial, intellectual and human capital on through the generations.
With a deep understanding of your family's unique needs, goals and dynamics, we incorporate the proven best practices of successful families to help you transfer your financial, intellectual and human capital on through the generations.
To help you navigate the complexity of the current environment, Covenant U provides insights and education on topics including the economy, financial planning, investment, taxes, and much more through our regularly published articles, audio podcasts, and radio/television interviews. On The Trey Ware Show, Karl Eggerss discussed the infrastructure bill passing and what it might mean for the market which is currently sitting at all-time highs.
To help you navigate the complexity of the current environment, Covenant U provides insights and education on topics including the economy, financial planning, investment, taxes, and much more through our regularly published articles, audio podcasts, and radio/television interviews. In a period of ever rising equity markets, the emotional appeal to concentrate one's portfolio in what has worked lately is strong.
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