Covenant Wealth Advisers

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

345 Highland Ave Ste 101, Cheshire, Conn...

Phone Number

(203) 271-9114

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Covenant Wealth Advisers

Covenant Wealth Advisers is a full-service wealth management firm located in Cheshire, Connecticut, dedicated to simplifying the financial planning process for its clients. They offer a range of services including financial planning, investment management, and tailored strategies to meet individual needs and goals. The firm emphasizes trust, honesty, and integrity in its approach, aiming to guide clients through life's transitions and financial decisions. Their target clients are individuals seeking clarity and direction in their financial journey, regardless of the challenges they may face.Explore more
Covenant Wealth Advisers's Social MediaPopular SearchesCovenant Wealth AdvisersCovenant Financial Services LLCCovenant Financial Servicecwadvisers.comCovenant Tax & Insurance ServicesSIC Code 62,628NAICS Code 52,523Show more

Covenant Wealth Advisers Org Chart

PhoneEmail
AH
United States flag for contact location.

Executive Assistant

PhoneEmail
JM
United States flag for contact location.

Executive Operations Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Covenant Wealth Advisers

<$5M
1-10
Private
-
1996
AH
Abby HuttonExecutive Assistant
$7.1M
1-10
Private
-
2014
Kevin Scribner, Chief Financial Officer & Senior Founder at Core Financial Group
Kevin ScribnerChief Financial Officer & Senior Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2019
MS
Myra SmithOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
LG
Lauren GiardinoClient Service Assistant
<$5M
1-10
Private
-
2012
JC
James CunninghamWealth Management
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Covenant Wealth Advisers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Covenant Wealth Advisers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Covenant Wealth Advisers.

Covenant Wealth Advisers Tech Stack

A closer look at the technologies used by Covenant Wealth Advisers

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Frequently Asked Questions Regarding Covenant Wealth Advisers

What is Covenant Wealth Advisers's official website?
Covenant Wealth Advisers's official website is www.cwadvisers.com
What is Covenant Wealth Advisers's Revenue?
Covenant Wealth Advisers's revenue is <$5 Million
What is Covenant Wealth Advisers's SIC code?
Covenant Wealth Advisers's SIC: 62,628
What is Covenant Wealth Advisers's NAICS code?
Covenant Wealth Advisers's NAICS: 52,523
How many employees does Covenant Wealth Advisers have?
Covenant Wealth Advisers has 1-10 employees
What industry does Covenant Wealth Advisers belong to?
Covenant Wealth Advisers is in the industry of: Finance, Securities Trading
What is Covenant Wealth Advisers competition?
Covenant Wealth Advisers top competitors include: K & K Financial Group, Tracy Coffman Financial, Cetera Financial Specialists, Core Financial Group
What technology does Covenant Wealth Advisers use?
Some of the popular technologies that Covenant Wealth Advisers uses are: goo.gl, Cloudflare Website Optimization, Proofpoint, Datadog
How do I contact Covenant Wealth Advisers?
Covenant Wealth Advisers contact info: Phone number: (203) 271-9114 Website: www.cwadvisers.com
What does Covenant Wealth Advisers do?

Covenant Wealth Advisers is a full-service wealth management firm located in Cheshire, Connecticut, dedicated to simplifying the financial planning process for its clients. They offer a range of services including financial planning, investment management, and tailored strategies to meet individual needs and goals. The firm emphasizes trust, honest... y, and integrity in its approach, aiming to guide clients through life's transitions and financial decisions. Their target clients are individuals seeking clarity and direction in their financial journey, regardless of the challenges they may face.Read More

What are Covenant Wealth Advisers social media links?
Covenant Wealth Advisers Linkedin page Covenant Wealth Advisers Twitter page Covenant Wealth Advisers Facebook page
Is Covenant Wealth Advisers a public company?
Covenant Wealth Advisers is private company therefore does not currently have an official ticker symbol
See more information about Covenant Wealth Advisers

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