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.

Most people assume success means less to worry about.For a while, that's true. Early on, the question is simple: will I ...
09/01/2026

Most people assume success means less to worry about.

For a while, that's true. Early on, the question is simple: will I be okay? As wealth builds, that anxiety fades.

Then, at some point, it comes back.

Not because anything went wrong. Because success brings more decisions, more accounts, more options, and more ways to miss something important. The problem is no longer a lack of resources, but rather the complexity that comes with having them.

Two things tend to separate people who navigate this well:

1) a willingness to move forward instead of holding back out of fear, and 2) having the right team in place. High-achieving professionals were trained in their craft, but often not in how to manage what comes from succeeding at it.

Complexity doesn't have to mean more anxiety. It just means you need a guide who's built for it.

If your financial life has grown more complicated than it used to be, that's not a sign that something is wrong. It might just be time for a conversation.

08/25/2026

Early on, the question is simple: will I be okay?

As wealth builds, that anxiety fades, but for a lot of people, it comes back, just wearing a different mask.

Too many choices. What am I missing? What am I not paying attention to?

Here’s our take.

Please join us in welcoming Sarah Boukari, our new Executive Operations Assistant!Sarah brings a strong background in ex...
08/24/2026

Please join us in welcoming Sarah Boukari, our new Executive Operations Assistant!

Sarah brings a strong background in executive support and project management, along with a calm, thoughtful approach to keeping things moving.

We’re excited to have her on the Covenant Wealth Management team. Welcome, Sarah!

08/18/2026

At Covenant, stewardship is the lens through which we approach every planning conversation.

Many of the families we work with already want to be wise stewards of what they have built. The heart is there. What is often missing is not the desire but the equipping. The clarity to know how to activate that intent and carry it out well across taxes, investments, generosity, legacy, and everything in between.

That gap between intent and ex*****on is exactly where good planning lives.

If that resonates with how you think about your own financial life, we would welcome the conversation.

There is a season of life that does not get talked about enough.You are still raising your kids, managing your household...
08/11/2026

There is a season of life that does not get talked about enough.

You are still raising your kids, managing your household, and trying to stay on top of your own financial picture. At the same time, your parents are aging and needing more from you. More time, more decisions, more presence.

This is what people mean when they talk about the sandwich generation. Caught between two sets of people you love, pulled in every direction at once.

The families who navigate this season best are not necessarily the ones with the most resources. They are the ones who took the time, before things got urgent, to do the thinking and the planning around their own situation.

There is a reason the flight attendant tells you to put your own oxygen mask on first. It is not selfish. It is the only way you can actually help the people around you.

The families I think about most in this season are the ones so focused on caring for everyone else that their own financial plan, their own retirement, their own clarity, quietly gets pushed aside. By the time things settle down, years have passed and decisions that could have been made intentionally were made by default.

At Covenant, we work with families in exactly this season. Helping them get clear on their own plan so they can show up well for the people who need them most.

If you are in this season right now, or you can see it coming, that conversation is worth having now.

08/04/2026

When we work with business owners thinking about an exit, the first questions we ask usually have nothing to do with the business.

The first questions are about them. What does life look like after the sale? What do they want to fund, build, give, or experience?

Watch the full video to hear how we think through this process with clients.

If you are a business owner starting to ask these questions yourself, we would welcome the chance to talk through what it looks like for your situation.

If you are 73 or older and already giving to causes you care about, there is a planning tool worth knowing.→ Required mi...
07/28/2026

If you are 73 or older and already giving to causes you care about, there is a planning tool worth knowing.

→ Required minimum distributions are mandatory. The tax bill that comes with them does not have to be.

→ A qualified charitable distribution lets you send your RMD directly to a charity, keeping it off your tax return entirely.

→ The charity receives the gift. You avoid the income. Everyone benefits.

At Covenant, we help families find opportunities like this one so that generosity and good planning work together rather than against each other. If this is something worth exploring in your own plan, we would welcome the conversation.

07/21/2026

Many business owners wait too long to get a valuation.

Getting a valuation three to five years before you plan to sell is a roadmap. That is why the timing matters more than most owners expect, and if you are starting to think about your own exit, that conversation is worth having now.

07/14/2026

This is the deeper purpose of financial planning:

Clarity in your financial plan means less time navigating confusion and more time caring for one another in seasons of hard transitions.

If building that kind of clarity into your plan is something you have been putting off, there is no better time than now to start.

Many retirement income conversations start with the question, 'How much can I take from my portfolio?'It is usually the ...
07/07/2026

Many retirement income conversations start with the question, 'How much can I take from my portfolio?'

It is usually the wrong place to start. Your portfolio is one lever. Here are the others.

→ Social Security timing shapes lifetime income in ways that dwarf most withdrawal rate decisions.

→ Tax planning coordinates income sources across accounts to reduce what you owe each year.

→ Cash reserves reduce the pressure to draw from your portfolio in down markets.

→ Spending flexibility gives you a powerful planning variable that most people underestimate.

→ Large one-time expenses, handled well or poorly, can matter more to long-term outcomes than your withdrawal rate ever will.

A coordinated retirement income plan draws on all of these. If you are interested in building one, we would be glad to talk.

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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