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Covenant Asset Management, LLC

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Covenant Asset Management, LLC

Mission statement:

Our mission is to deliver superior asset management services to affluent individuals, businesses, and non-profit organizations. Many investors lack the time, interest, or experience to adequately address their financial needs. Through the development of intimate professional relationships with our clients, we are uniquely positioned to assist in the optimization of their financial objectives. With integrity and commitment, we take responsibility for preserving and enhancing client assets. Achieving this objective requires an insightful understanding of client needs, matched against available investment opportunities.

Overview:

We offer a unique brand of investment advisory services to our clients by combining independent research with personalized service. As a result, our clients gain the advantage of complete transparency of their assets and direct access to the decision makers within our organization. We are driven by an unwavering commitment to service excellence, integrity, honesty and confidentiality. And as a fiduciary, we always exercise prudence, diligence and the highest standard of care within all client relationships.

History:

After spending nearly 20 years employed at two of NJ's largest bank trust departments, John Guarino joined with Tim Rowe, who had worked at NJ's largest independent financial planning organization for 15 years, to found Covenant Asset Management. Covenant now provides investment advisory services for over 100 high net worth clients and provides transaction services for several dozen additional clients in such products as mutual funds, REITs, and equity indexed annuities.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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