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Covenant Wealth Advisors Privacy Policy

Last Updated: September 24, 2023

 

Welcome to www.covenantwealthadvisors.com. At Covenant Wealth Advisors, your privacy is of the utmost importance to us. This Privacy Policy outlines our practices concerning the collection, use, and sharing of your personal information. By visiting our website, you accept the practices described in this Policy.

 

This Policy covers our treatment of personal information gathered when you are on our website and when you use our services. This policy does not apply to the practices of third parties that we do not own or control.

 

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

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The types of personal information we collect and share depend on the product or service you have with us. If you are a client, this information can include:

 

  • Social Security number

  • Financial account balances, holdings, and transaction history

  • Investment experience, income, and assets

 

When you are no longer our client, we continue to share your information as described in this notice.

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All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons clients choose to share; and whether you can limit this sharing.

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Reasons we can share your personal information:

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  • For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

  • For our marketing purposes—to offer our products and services to you

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How does Covenant Wealth Advisors protect your personal information?

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To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

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How does Covenant Wealth Advisors collect my personal information? 

 

We collect your personal information, for example, when you

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  • Sign an investment advisory agreement

  • Open an account

  • Request investment or financial planning advice

  • Tell us about your investment or retirement portfolio

  • Visit our website or request information via our website

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Online Personal Data collected for the following purposes and using the following services:

 

1. Information We Collect

We collect various types of personal information from our users, as explained in more detail below.

 

1.1 Automatic Collection: Our servers automatically record information when you visit our website, including your IP address, the time of your visit, and the page you viewed.

 

1.2 Information from Google Analytics: We use Google Analytics to gather data about our website visitors. This includes but is not limited to browser type, device type, geographic location, pages viewed, and other such information. Google may use the data collected to contextualize and personalize the ads of its own advertising network.

 

1.3 Information from Facebook Ads: If you've come to our site through a Facebook Ad, Facebook may collect information about your visit as per its data policy. This could include actions you take during your visit and other related data.

 

1.4 Voluntary Information: We may also collect personal information that you provide to us when signing up for newsletters, webinars, or other content.

 

2. How We Use Information

We use the information collected to improve our website, analyze trends, and improve our services. 

 

3. Information Sharing and Disclosure

 

3.1 By Law or to Protect Rights: If we believe the release of information about you will prevent harm or is necessary to comply with a law, regulation, legal process, or governmental request, we may share your information.

 

3.2 Third-Party Service Providers: We may share your information with third parties who perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.

 

4. Cookies

Our site uses cookies to identify your device, provide a good user experience, and gather data about your interactions with our site. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

 

5. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.

 

6. Security

We employ appropriate measures to protect personal information in our possession against loss, theft, unauthorized access, disclosure, copying, use, or modification.

 

7. Children's Privacy

Our site is intended for adults and is not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.

 

8. Google's Required Disclosures

 

8.1 Google Analytics: We've implemented Google Analytics features based on Display Advertising (e.g., Remarketing, Google Display Network Impression Reporting, DoubleClick Campaign Manager integration, or Google Analytics Demographics and Interest Reporting). Visitors can opt-out of Google Analytics for Display Advertising and customize Google Display Network ads using the Ads Settings.

 

8.2 Remarketing with Google Analytics: We use remarketing codes to log when users view specific pages. This allows us to provide targeted advertising in the future.

 

9. Your Rights and Choices

You may contact us to review, amend, or delete the personal information you provided. You may also opt out of receiving marketing communications from us.

 

10. Changes to this Policy

We may occasionally update this Privacy Policy. We will notify you about significant changes by placing a prominent notice on our site.

 

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our practices, please contact us at info@mycwa.com.

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Email: info@mycwa.com

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Hours of Operation:​

Mon - Friday: 08:30 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

8001 Franklin Farms Drive

RM 208

Richmond, VA 23229

(804) 729-5265

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RESTON VA LOCATION

1768 Business Center Drive

Suite 350

Reston, VA 20190

(703) 991-2000

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Disclosures:

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Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

Awards and Recognition

 

Covenant Wealth Advisors was nominated by Newsweek/Plant-A-Insights Group in November of 2024 as one of America's Top Financial Advisory Firms for 2025. You may access the nomination methodology disclosure here and a list of financial advisory firms selected.

 

CWA was awarded the #1 fastest growing company by RichmondBizSense on October 8th, 2020 based on three year annual revenue growth ending December 31st, 2019. To qualify for the annual RVA 25, companies must be privately-held, headquartered in the Richmond region and able to submit financials for the last three full calendar years. Submissions were vetted by Henrico-based accounting firm Keiter. 

 

Expertise.com voted Covenant Wealth Advisors as one of the best financial advisors in Williamsburg, VA  and best financial advisors in Richmond, VA for 2025 last updated as of this disclosure on February 12th, 2025 based on their proprietary selection process. 

 

CWA was nominated for the Forbes Best-In-State Wealth Advisor 2022 ranking for Virginia on April 7th, 2022. Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.

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CWA is a member of the Better Business Bureau. We compensate the BBB to be a member and our BBB rating is independently determined by the BBB.

 

CWA did not compensate any of the entities above for the awards or nominations. These award nominations were granted by organizations that are not CWA clients. However, CWA has compensated Newsweek/Plant-A Insights Group for licensing and advertising of the nomination and compensated Expertise.com to advertise on their platform.

 

While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship.

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