Covenant Wealth Management
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
301 N Main St Fl 24, Winston Salem, Nort...Phone Number
(336) 499-4999Website
www.covenant-wm.comRevenue
<$5 MillionIndustry
About Covenant Wealth Management
Covenant Wealth Management offers expert wealth management and financial advisory services tailored to the unique needs of families, business owners, healthcare professionals, and veterinarians. Their mission is to guide clients through complex financial decisions, helping them achieve clarity and confidence in their financial futures. The firm emphasizes a collaborative partnership approach, ensuring that clients' financial goals align with their values and aspirations. With a disciplined 5-Step Process and a focus on legacy planning, taxation, and succession, Covenant Wealth Management aims to equip clients for a fulfilling life and successful wealth transfer.Explore more
Covenant Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
<$5M
2007
CS
Cynthia StaufferCertified Financial Planner & Professional & EA Agent (Enrolled )
Covenant Wealth Management Tech Stack
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Covenant Wealth Management offers expert wealth management and financial advisory services tailored to the unique needs of families, business owners, healthcare professionals, and veterinarians. Their mission is to guide clients through complex financial decisions, helping them achieve clarity and confidence in their financial futures. The firm emp... Read More
