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The information provided on this website is intended for informational, educational, and noncommercial purposes only. Nothing in this web site is intended to constitute legal, tax, securities, investment advice, or an opinion regarding the appropriateness of any investment or service for any individual or investor and should not be relied upon in making an investment decision. You should consult your tax or legal adviser about the issues discussed herein.
You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any data, information, or content on this site before making any decisions based on such data, information, or content. In exchange for using such data, information, or content, you agree not to hold CWA or its third party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this site.
CWA will only transact business in states in which the firm is properly registered, or exempted from registration requirements. Nothing in this site is intended as an offer or solicitation for the purchase or sale of any financial instrument.
CWA believes the information provided on this site has been obtained from reliable sources, but accuracy, completeness and suitability for any purpose cannot be guaranteed. The information on this site is not intended to be a complete description of the services of CWA.
Links to other website or references to other products, services, or publications do not imply the endorsement or approval of such by CWA. Third-party websites reached through links from this website may have privacy and security policies that differ from ours. CWA is not responsible for any damages that may result from visiting a site that is linked to this site.
All references that may be made to an investment or portfolio’s performance are based on historical data and one should not assume that past performance is indicative of future performance. Furthermore, it should not be assumed that any investment product or strategy directly or indirectly (through links) mentioned in this site will be appropriate or profitable to any particular investor, or deliver investment performance equal to the past.
Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets), and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost.
*Award Winning: Covenant Wealth Advisors was awarded the #1 fastest growing company by RichmondBizSense in 2020 based on three year annual revenue growth ending December 31st, 2019. Expertise.com voted Covenant Wealth Advisors as the best financial advisor in Williamsburg, VA for 2021 and 2022 based on their proprietary selection process. Forbes Best-In-State Wealth Advisor full ranking disclosure. The #1 Fee-Only NAPFA ranking was calculated by reviewing every financial advisor on Forbes list and cross checked via NAPFA's advisor search directory as of 04/1//2022. Read more about Forbes ranking and methodology here.