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Holistic Approach to Managing Wealth

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Vision Magazine - Issue 2 - The Peddies' Stepping Back

Welcome to our Fall Edition of Covenant Vision Magazine. Each edition of our magazine focuses on one of our values. This time we focus on servant-heartedness.

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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.

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