Covenant Wealth Management

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

One simple question we like to leave people with: do you know where your next dollar of income should come from, and why...
10/13/2026

One simple question we like to leave people with: do you know where your next dollar of income should come from, and why?

If that's not immediately clear, it's simply a sign it may be time to step back, look at the full picture, and design your income intentionally rather than let the decisions get made for you.

At Covenant Wealth Management, we approach planning through the lens of financial independence, helping families steward what they've built so work becomes optional and decisions stay intentional over time.

10/06/2026

Before the year closes, there are five questions we recommend reviewing with your financial team and CPA:

1) Am I on track with my taxes, or do I need to adjust withholding or estimates before year-end?

2) Should I shift any income or deductions into next year?

3) Have I maxed out my retirement contributions, or is there still room to add more?

4) Are there any new tax credits or deductions I should know about?

5) Are there smart year-end moves to make around giving, whether that's charitable, family, or part of estate planning?

Five simple questions that can spark one productive conversation. If you'd like help reviewing any of these, we'd be glad to sit down with you and your CPA.

I’m looking forward to being back with Christian Veterinary Mission this November as CVM celebrates 50 years of ministry...
10/05/2026

I’m looking forward to being back with Christian Veterinary Mission this November as CVM celebrates 50 years of ministry! I’ve enjoyed being part of the CVM community over the years, and I’m especially glad to be contributing to this year’s conference. I’ll be teaching two hours of CE focused on stewardship, generosity, and financial planning.

The first session, From Capacity to Calling, looks at how growing financial capacity creates new opportunities—and sometimes greater complexity—for generosity. The second session, From Practice Value to Kingdom Impact, is specifically for practice owners and explores how planning for generosity before a practice sale or transition can increase charitable impact and reduce unnecessary taxes.

If you’ll be at the CVM Conference in Louisville, make sure to say hello!

Not every good decision for the business is a good decision for its value.Hiring decisions, compensation structures, gro...
09/29/2026

Not every good decision for the business is a good decision for its value.

Hiring decisions, compensation structures, growth strategy, and client relationships, to name a few, are all choices that either build a business that can run without you or one that depends on you to keep running.

We like to run every business decision through this one question, which we call the MaxExit Filter: does this decision increase the company’s transferable value, or does it make the business more dependent on you as the owner? Those two paths can look nearly identical in the short term, but over years, they lead to very different outcomes.

If you'd like to talk through what that filter looks like for your business, let's talk - see link in comments.

09/22/2026

Real tax planning isn't a once-a-year event. This is why looking at taxes as part of a multi-year financial plan, rather than reacting to last year's return each April, helps families avoid surprises and make informed decisions about the years ahead.

You spent years building a team to run your business. Selling it deserves the same amount of care and intentionality.Get...
09/15/2026

You spent years building a team to run your business. Selling it deserves the same amount of care and intentionality.

Getting there isn't something business owners should navigate alone. It takes the right people around you:

→ A CPA who understands your business.
→ An estate attorney who understands business owners.
→ A wealth manager who can see the whole picture.
→ If you're selling, a business banker, broker, and attorney who know how to get a deal done right.

Owners who try to be the hub themselves, translating between advisors and carrying every conversation, end up spending more time managing the process than running their business or preparing for what's next.

If you're a few years out from an exit and thinking about what your team should look like, that's exactly the conversation we're built to have.

09/08/2026

You didn't build a business to become the bottleneck in it.

There's a moment every owner eventually faces, and it's not about how successful the business is.

Watch the full video to hear how we think about it.

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.

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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