Covenant Wealth Advisors

Financial Services - Williamsburg, VA, US

Covenant Wealth Advisors Employees
Paul Smith

certified financial plannera

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Paul CFP

Certified Financial PlannerTM

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Megan Waters

Associate Financial Advisor

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Mark CFP

Chief Executive Officer

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Rob Smith

Financial Advisor CFP

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Maurine Bray

Administrative Assistant

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Covenant Wealth Advisors Details

Covenant Wealth Advisors (CWA) provides financial counsel and investment management for individuals throughout the United States. We help clients manage and preserve wealth. We also help them simplify their financial lives and make better financial decisions. Over the years, we have helped many clients clarify and achieve their financial goals. CWA is a registered investment advisor. We have expertise in investment and financial planning, portfolio design and portfolio implementation. The principals of CWA have significant experience serving clients in a wide variety of wealth management areas. Covenant Wealth serves a limited number of clients whose needs and philosophy mesh with our experience and expertise. Our clients trust us to provide independent and objective financial advice and investment management. A CWA distinctive is that we sell no proprietary products. We are a "fee only"​ advisory firm. Covenant Wealth Advisors was recognized as "One of the Top Independent Wealth Managers" by Wealth Manager for the past three years in a row. We welcome you to our website and hope that you will find it informative and helpful.

Covenant Wealth Advisors logo, Covenant Wealth Advisors contact details
Employees: 5 - 9
HQ: 757-259-0111
Location: Williamsburg, VA, US
Revenue: Not Available
Financial Planning Retirement Planning Wealth Management Investment Management Asset Management Tax Planning Retirement Planning Estate Planning
Covenant Wealth Advisors Technologies
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