Covenant Wealth Strategies

Apr 11th, 2024

The Covenant team has been phenomenal. It gives me great comfort knowing that the hard work I put into providing for my family in my own career is matched by the care and guidance Covenant has put into helping me plan for my family's future. Simply put, I have trusted Covenant wholeheartedly and they have exceeded my expectations, both in the outstanding moral character they have displayed and in their performance as financial advisors.
Apr 9th, 2024

Mar 21st, 2024

Great talks from Ward with needed answers about the best way for us to grow and use our wealth wisely and using Christian values.
Mar 17th, 2024

I am a professional with great expertise in my field and with what I would characterize as proven incompetence in managing my personal finances in spite of working with multiple stock brokers and advisors for many years. I heard about Covenant through an associate more than 15 years ago and learned that the company offered a different kind of approach than what we had experienced in the past. My wife and I met with Ward and his team several times and were convinced that his holistic approach was what we needed. The day-to-day management of investments is of course important and Covenant is a sound shepherd of our resources. Just as important has been the planning for our financial security as we switch from monthly paychecks to retirement income, and structuring the support we can give to our children and their families now and when we're no longer around. We very much appreciate our relationship with the Covenant team and the work that they have done and continue to do for us.
Apr 9th, 2024