CW
Covenant Wealth Management
Covenant Wealth Management: Trusted financial guidance that puts clients first.
5
Business
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Covenant Wealth Management: Trusted financial guidance that puts clients first.
Covenant Wealth Management provides financial planning and consulting services in Winston-Salem. Located at 100 N Cherry St STE 350, the team earns high marks for professionalism, integrity, clear communication, and responsiveness, with Rusty noted for expertise and trusted guidance focused on clients' interests.
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Comprehensive strategies for retirement, investments, and wealth growth tailored to your goals.
Ongoing portfolio management and advisory services to optimize and protect your assets.
Expert guidance on stock, bond, and fund selections based on market analysis and risk tolerance.
Personalized plans to secure your financial future and ensure a comfortable retirement.
One-on-one meetings to address questions, concerns, and adjust strategies as needed.
Overall rating
Ksenia Richards
This is a business that has the interests of their clients as highest priority. The team you can trust with financial advice. I had a pleasure of working with Rusty a few years ago, and I highly appreciated his expertise and professionalism. I would definitely recommend this company for your financial planning needs!
Heather Turner
Rusty and his team are exceptional! They are passionate about what they do and the clients they serve. Their professionalism, integrity, and strong communication skills truly stand out. I look forward to working with them again in the future!
Jessica Gelatt
This is one of the best teams in the industry. Highly recommend!
Danny Gelatt
Rusty and his team are fantastic to work with, extremely professional and very knowledgeable. Highly recommend!
Lee Baucom
Great staff. Very responsive to questions and concerns. Been my financial advisor for years. Highly recommend them. Trustworthy and responsive.
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