High net-worth Christian families doing business and wealth successfully through the generations. Covenant Family Wealth Advisors' financial and business professionals help guide families through the technical and emotional aspects of managing wealth and business succession, using a Christian perspective that is rarely found in traditional planning. We use a unique process to help you develop a personal Holistic Stewardship Plan that encompasses financial advising, estate planning, investments, family business transition and philanthropy.
View Top Employees from Covenant Family Wealth Advisors| Website | http://www.covenant.ca |
| Revenue | $6.3 million |
| Employees | 17 (15 on RocketReach) |
| Founded | 2000 |
| Address | 400 - 20033 64 Avenue, Langley, British Columbia V2Y 1M9, CA |
| Phone | (604) 546-1100 |
| Fax | (604) 546-1101 |
| Technologies |
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| Industry | Financial Services, Finance General, Wealth Management, Financial and Estate Planning, Finance, FinTech, Family Business and Succession Planning, Philanthropic Planning |
| Web Rank | 16 Million |
| Keywords | Capstone Asset Management Langley, Pre-1972 Spousal Trust, Testamentary Spousal Trust |
| Competitors | Alexandria Wealth Management, Navigator Financial Svc |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Covenant Family Wealth Advisors Questions
The Covenant Family Wealth Advisors annual revenue was $6.3 million in 2024.
15 people are employed at Covenant Family Wealth Advisors.
Covenant Family Wealth Advisors is based in Langley, British Columbia.
The NAICS codes for Covenant Family Wealth Advisors are [523, 52393, 52, 5239].
The SIC codes for Covenant Family Wealth Advisors are [628, 62].
Top Covenant Family Wealth Advisors Employees
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ViewCurtis Hart
Associate Financial and Estate Planner at Covenant Family Wealth Advisors
Langley, British Columbia, Canada2 -
ViewCurtis Hart
Associate Financial and Estate Planner at Covenant Family Wealth Advisors
Langley, British Columbia, Canada1 -
ViewAmelia Zhang
Associate Client Service Specialist at Covenant Family Wealth Advisors
Surrey, British Columbia, Canada1
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