Covenant Advisory Group

09/22/2023

To find out more about Covenant Advisory Group or to set up a meeting, please call one of our offices.

Forest City- 828-245-7242 Ballantyne- 704-540-2962

We look forward to working with you.

09/22/2023

William "Sandy" Solomon
Managing Partner- Ballantyne
Sandy Solomon joined Equitable in October of 1996, devoting the last 27 years of his professional life to a simple philosophy; every American has the right to become financially independent and the opportunity to enjoy a worry-free retirement.

Today Sandy leads a team of Financial Professionals under the Covenant Advisory Group banner, focusing in Estate Planning, Business Succession, Asset Management, and Insurance with an emphasis on Retirement Income Planning.

Some of Sandy's personal and professional achievements include:

The ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), and RICP (Retirement Income Certified Professional), from the American College of Financial Planning.
Equitable Hall of Fame inductee
Named ‘Southeastern Regional Honor Associate' in 2018, a peer nominated award given to just 4 financial professionals each year by Equitable.
Completed the ‘At Retirement' Executive Education program at the Wharton School of Business, sponsored by Equitable.
Sandy and his wife Lou live in the historic Dilworth community in Charlotte with their ‘canine kids'.

He enjoys talking cars, a good book, cooking, cycling and Carolina Panther Football.



Sandy can be reached at [email protected] or by phone at 704-540-2962

09/20/2023

Nicholas Elliott, CFP® | Managing Partner
Nick Elliott joined Covenant Advisory Group in July of 2009 as a Financial Professional for our Forest City location. In his role with CAG, Nick offers retirement planning, investments, life insurance, long term care, and business and estate planning services. Before joining CAG Nick was an educator with the Rutherford County School system for 11 years. After leaving the school system, Nick had a natural market of working with educators in planning for retirement and understanding the benefits that come along with retiring as a state employee. Nick is currently working towards completing the Certified Financial Planner designation.

Nick grew up in Forest City, NC and attended Appalachian State University where he graduated with a BS in Middle Grades Mathematics. He is married to his wife Jennifer and they share two children, Michael and Katie. Nick stays on the go with his children's many activities and enjoys watching Carolina Panthers football and all Appalachian State athletics.

Some of Nick's personal and professional achievements include:

Graduate of Appalachian St. University with Bachelor of Science in Middle Grades Education with a concentration in Mathematics
Member of Kappa Alpha Order Fraternity
Deacon of First Baptist Forest City
Board member of The Rutherford Foundation
FINRA Securities Registration: Series 7 and Series 66.
Nick can be reached by email at [email protected] or by phone at 828-245-7242.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Covenant Advisory Group is not owned or operated by Equitable Advisors, LLC or its affiliates

09/20/2023

It has been a while, so let me re-introduce who we are and what we do.
The term 'Covenant' defines our purpose; the highest and best form of relationship. A relationship that's personal, where client interests come first.

A relationship that allows us to serve in every way possible.

In doing so, we aspire to help people live better, and to make our world a better place to live.

08/04/2023

As we remember Kirk today, we want to share this special event.
We hope you will join in supporting Kirks legacy.
Throwing Bones 2nd Annual Not-A-Sprint Weekend!
September 2-3, 2023
Throwing Bones is partnering with the family and friends of cancer and community leader, Kirk Wilkerson, to continue his legacy of encouraging others, being physically active, and promoting cancer education and research.

All funds raised through the 2023 Not-A-Sprint Weekend will be used to encourage those affected by cancer to stay healthy and active through treatment, and to contribute to the Kirk Wilkerson Cancer Memorial with East Rutherford High School Athletics, where Kirk made himself available as a mentor and coach for many athletes.
For more details please click the link below

Register Now!

08/04/2023

We all miss you “brother” 🤍
Thank you for continuing to watch over your family, friends, and clients.

08/31/2021

Heading back to the office after a year or more working from home represents the second major shift for workers in the past 18 months. Change is never easy, but we can take steps to smooth the transition. Here's how.

After a year away, a return to the workplace is on the horizon for some and already underway for others. It’s time to take stock of where we are, what we learned over the past year, and how we can apply those lessons to come back stronger as individuals and organizations. Where we are is a mixed b...