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Holistic Approach to Managing Wealth

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Covenant's Distinctive Approach

Click here to read about Covenant's Distinctive Approach and how we focus on addressing the three beacons of family wealth continuity: healthy family relationships, responsible stewardship of wealth in all its forms, and the ongoing creation of a family legacy.

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective

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