Covenant Wealth Strategies

Covenant Wealth Strategies offers comprehensive financial planning and investment strategies, guiding clients in making informed decisions that align with their values. With a holistic approach, they work with individuals, families, and business owners from diverse backgrounds. Clients appreciate the courtesy and professionalism of the entire team, especially Ward's wealth of knowledge that reassures them of their financial security. The firm's ethical and efficient handling of finances makes clients feel safe and secure with their investments. Covenant's team provides personalized planning, ensuring financial security in retirement and structuring support for future generations. Clients feel as though they are the only ones being served, with every inquiry handled with urgency. Ward's knowledge spans estate and tax laws, public company portfolios, private equity, employee benefits, trading, insurance, and real estate. This expertise allows him to educate clients and provide tailored advice for their family's short and long-term goals. With a proven track record of excellence, clients trust Covenant wholeheartedly, feeling blessed to have an advisor who goes above and beyond. Beyond financial guidance, Ward treats clients like family, offering earnest support and even tough love when necessary. Clients are profoundly grateful to have someone of his caliber overseeing their finances and future planning.