Services We Offer
Wealth Management
Let’s talk about…
… the failure of traditional buy & hold philosophies & how we build cutting edge investment strategies tailored to your needs to guard against catastrophic loss.
< Read More >
It’s not just about buy and hold any more. At CWA, we implement specific investment strategies tailored to our client’s risk tolerance, family situation & personal preference.
- ETF-based trading strategies
- Option-based income strategies
- Buy & hold, but with continuous oversight
- Traditional mutual funds
- Leveraged index fund strategies
Estate Planning
Let’s talk about…
… understanding family dynamics, taxes, & changing times & how we use this knowledge to bring you a comprehensive estate plan that reflects your precise wishes.
< Read More >
Think of us as the quarterback of the estate planning team. Through careful planning, & close teamwork with your attorney & CPA, we ensure that the client’s wishes are properly executed.
Because we are independent, we are free to seek out & select the most suitable life & long-term care insurance products for the client. Our cost & rating analysis enables us to help the client choose the optimal product for their needs. We are certified to offer NYS Partnership for Long-Term Care insurance.
Retirement Planning
Let’s talk about…
… charting out a retirement income plan that you can be confident you won’t outlive, but still provides you with a comfortable quality of life to be able to enjoy your retirement.
< Read More >
We work with tax professionals to make sense of our client’s tax picture. Every decision is based on a sensitivity to the client’s needs & preferences, tax awareness & a focus on long term results.
We help our clients navigate through the retirement maze. Rollovers, Roth conversions & income projections are just a few of the issues we help our clients address.
Let’s Talk About…..
Service & Experience
CWA’s highly qualified team brings over 85 years of experience to the challenge of managing wealth in difficult times. CWA’s partners & affiliates have achieved rigorous certification standards, including:
- Covenant Wealth Advisors (CWA) is locally owned & completely independent of any insurance company or investment company.
- We understand the needs & concerns of our neighbors, friends & business associates. We answer our own phones, write our own recommendations & take responsibility for our own actions.
- When you need to make important financial decisions, wouldn’t it be nice to work with someone you can trust, talk to face-to-face and confide in? Call us – We’re ready to help.