Our Process: Lifestyle. Legacy. Philanthropy.®

Harvesting your intellectual, human and financial capital

Wealth is so much more than assets. Your values, knowledge, beliefs, experiences and personal relationships are all major contributors to your overall wealth. We assist you to fully harness your human, intellectual and financial capital to get the most out of life. We designed Covenant’s Lifestyle. Legacy. Philanthropy.® process to help you define your life goals, determine how best to deploy your wealth to achieve those goals, and implement highly personalized strategies to keep you on course.