Covenant Wealth Organizer

We utilize technology developed to provide you with an interactive wealth management tool. Knowing life changes, we use a system that continues to track and monitor your financial plan on a daily basis all in one location.

Click here to go to the Covenant Wealth Organizer login page.

The available services include:

  • Personal website with 24 hour access to all of your financial information
  • Account Aggregation with Budgeting
  • Intraday Investment Updates
  • Online Vault for storing documents
  • Mobile account web access

We strive to provide the best strategic advice available to ensure our clients make informed investment and lifestyle decisions. This personalized planning tool will assist us in making these decisions with up-to-date and accurate financial information.