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Covenant Wealth Management
Through a customized process, Covenant Wealth Management guides select Christian families as they discover their calling,design a plan that addresses the spiritual, vocational, and financial components of their calling, and develop a lasting legacy that fulfills their calling. Our Doctor Planning Solutions program addresses the unique needs of physicians and dentists as they fulfill their calling. Our integrated planning process begins with a thorough analysis of your current economic state and short- and long-term goals. We identify existing inefficiencies through a comparison between your current situation and an ideal wealth management process that focuses on who you are, your lifestyle, not arbitrary benchmarks. Then, we match your needs and objectives with what we believe to be the industry’s best solutions, and we do it all inside of a detailed, written wealth management plan. The plan is designed to be a “living” document, which will be monitored and modified over time to keep pace with your income, lifestyle expenses and overall financial goals.
 
North America USA North Carolina Winston-Salem
 
   
Address:   301 N. Main Street, 24th Floor Winston-Salem, NC 27101, USA
     
 
Phone: +1 336 499 4999
Fax: +1 336 499 4329
     
     
   
     
  Web: http://covenant-wm.com/
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