Paul Smith

certified financial plannera at Covenant Wealth Advisors - Williamsburg, VA, US

Paul Smith's Contact Details
HQ
757-259-0111
Location
Company
Covenant Wealth Advisors
Paul Smith's Company Details
Covenant Wealth Advisors logo, Covenant Wealth Advisors contact details

Covenant Wealth Advisors

Williamsburg, VA, US • 5 - 9 Employees
Financial Services

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.

Financial Planning Retirement Planning Wealth Management Investment Management Asset Management Tax Planning Retirement Planning Estate Planning
Details about Covenant Wealth Advisors
Frequently Asked Questions about Paul Smith
Paul Smith currently works for Covenant Wealth Advisors.
Paul Smith's role at Covenant Wealth Advisors is certified financial plannera.
Paul Smith's email address is ***@covenantwealthadvisors.com. To view Paul Smith's full email address, please signup to ConnectPlex.
Paul Smith works in the Financial Services industry.
Paul Smith's colleagues at Covenant Wealth Advisors are Paul CFP, Meredith Casillas, Megan Waters, Rob Smith, Maurine Bray, Mark Fonville, Katherine Fonville and others.
Paul Smith's phone number is 757-259-0111
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