Covenant Wealth Strategies

Jan 2024

Covenant Wealth Strategies is the consummate high-touch, deeply knowledgeable, personal and family wealth management advisor. They combine intelligence, deep domain expertise, practical wisdom, thoughtful counsel, and excellent teamwork. Most of all, they are of unimpeachable character, above reproach, wholly trustworthy. It’s an honor to give them my highest personal recommendation.

Dec 2023

My husband and I first met with Ward and Dan at Covenant Wealth Strategies in July 2021. We were looking for financial guidance as we approach retirement age and have gotten so much more!Each team member at Covenant is responsive, professional and caring. It is so nice to call and have someone you truly know answer the phone.Covenant takes a holistic approach to advising meaning they ask all the right questions regarding your family, priorities, goals and then give easy to understand, personalized steps to meet those goals.When needed, they have referred us to other professionals they have built trusted relationships with for estate documents and tax advise.Not only...read full review

Nov 2023

I have worked with Ward and the amazing folks at Covenant for over 20 years. They are the gold standard in exemplary customer serivce. They have helped me reach and exceed my investment and retirement goals. They are always looking for ways to improve my financial well-being. It's been a great 20+ year relatinship. I look forward to it continuing for 20 more.