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Always Keeping the Big Picture in Mind

Covenant Testimonial

Lucidea & James' Testimonial

Rob, I want to express our thanks to you for your help over the past few years by passing on our thoughts as recommendation to others who may seek your advice and business financial and tax planning matters.

Prior to retaining you as our advisor, we met with several other financial advisors. After serious consideration you were our first choice.

Your input into our financial re-structuring and integrated tax planning has been invaluable. You have the ability to explain our options in terms we understand: where to start, what to do, how, while always keeping the big picture in mind.

There are some things we can do to ease our financial stress and retaining a good advisor is one. Rob you are an excellent counsel and we are thankful to have found you at Covenant!

Please do not hesitate to use our names as a referral.

Lucidea and James

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

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