Covenant Wealth Management

Covenant Wealth Management Covenant Wealth Management guides select families and individuals as they discover their calling Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the sta

tes in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/02/2026

Lifestyle tends to rise alongside income. Over time, it becomes fixed before you ever decide that's what you wanted.

Contentment tends to come from margin and purpose, not from how high the lifestyle goes. Watch Rusty unpack what that looks like in practice.

Successful business owners are usually good at building something. Revenue grows. Clients stay. Reputation spreads. Howe...
05/28/2026

Successful business owners are usually good at building something.

Revenue grows. Clients stay. Reputation spreads. However, almost all of it is built around one person, and that works, right up until the moment it doesn't.

This is the question that drives early success:

"How successful is your business?”

It eventually gets replaced by this harder one: “How transferable is it without you?”

That shift is what creates a valuable, transferable asset.

If you've never had that conversation with your current advisors, it might be one of the most important ones you can have. We'd love to help you start it.

The families most content in retirement usually aren’t the ones who spent the most getting there.One physician described...
05/19/2026

The families most content in retirement usually aren’t the ones who spent the most getting there.

One physician described her approach this way. She chose to work like a doctor and live like a nurse. It was her strategic way to create flexibility, generosity, and long-term freedom.

That idea shows up consistently in the families who arrive at retirement with the flexibility to choose. They kept a gap between what they could spend and what they chose to spend. Over time, that gap became one of their most powerful planning tools.

Our team works with families at all stages of this season, making sure peak income builds the life they actually want, not simply a bigger baseline.

Many tax surprises stem from coordination problems. The income was there. The withholding drifted. The CPA and the plann...
05/12/2026

Many tax surprises stem from coordination problems.

The income was there. The withholding drifted. The CPA and the planning side weren't talking. By April, there's very little room to do anything about it.

For business owners with distributions, variable compensation, and capital gains, this happens more often than people expect.

It also tends to show up at exactly the wrong time.

When taxes are coordinated well, they fade into the background. That's the goal.

Most owners think of exit readiness as the point when it finally feels right to step back.In reality, it is far more tha...
05/05/2026

Most owners think of exit readiness as the point when it finally feels right to step back.

In reality, it is far more than that. True readiness comes from structure.

Is the business built to move forward without you?
Are your finances aligned for what comes next?
Do you know what you're actually moving toward?

These are three distinct and essential conversations, and most exit plans address only one.

We're celebrating one of our own today! 🥂Mandy Urban is now Mandy Hornsby, and our whole team couldn't be happier for he...
04/29/2026

We're celebrating one of our own today! 🥂

Mandy Urban is now Mandy Hornsby, and our whole team couldn't be happier for her.

Mandy brings so much to the work we do here at Covenant. She shows up for our clients with the same care and thoughtfulness she brings to everything in her life. Watching her step into this new season is a genuine joy.

Congratulations, Mandy! Here's to you and every good thing ahead. 🎉

04/28/2026

Stop relying on peak income to lock in your lifestyle.

The families who navigate this season well ask a different question: not "can we afford it," but "does this build flexibility or reduce it?"

Watch the clip.

Many owners assume valuation lives on the financial statements.Revenue. Margins. EBITDA.In most cases, roughly 80% of wh...
04/22/2026

Many owners assume valuation lives on the financial statements.

Revenue. Margins. EBITDA.

In most cases, roughly 80% of what a buyer pays for isn't found there at all, but in four places: the strength of the team, the quality of the systems, the durability of client relationships, and the culture that carries forward when the owner is gone.

If you're a business owner, your company's valuation is one of your most important wealth-building levers. We work with CEPA-accredited specialists who don't just measure value. They help you optimize it.

04/14/2026

Most tax surprises are usually a symptom of planning that didn’t happen early enough.

A comprehensive financial plan can shift taxes from something you react to into something you plan for and plan around to optimize.

Watch the full clip to see how this shift changes the way families approach taxes.

Address

100 North Cherry Street, Suite 350
Winston-Salem, NC
27101

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13364994999

Website

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