Impact Wealth Competitors

Covenant Wealth Advisors is a fee-only, fiduciary registered investment adviser founded in 2010, with offices in Richmond, Reston and Williamsburg, Virginia. We provide retirement income planning, tax planning and investment management for individuals and couples age 50 and older, most with $1 million or more in investable assets. Our CERTIFIED FINANCIAL PLANNER® professionals serve about 600 client households in more than 22 states. What we do: • Retirement income planning: how much you can safely spend and which accounts to draw from first • Tax planning: Roth conversions, required minimum distributions, Medicare IRMAA and charitable giving strategy • Investment management: globally diversified, low-cost, evidence-based portfolios • Social Security and Medicare timing, estate and legacy coordination How we are paid: a transparent fee for advice. We never earn commissions or accept third-party payments, so our only incentive is your outcome. Why "Covenant": the name is our pledge to put client interests first in every recommendation, backed by a legal fiduciary duty. Free resources: our YouTube channel and weekly Retirement Brief newsletter answer retirement, tax and investing questions in plain language. Disclosure: Covenant Wealth Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. This page is for informational purposes only and is not investment advice. Investing involves risk, including possible loss of principal, and past performance does not guarantee future results. Third-party comments and rankings are not a guarantee of future outcomes. Public comments are not selected, amended or sorted, except to remove personal information, misinformation or grammatical errors.

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Haitham “Hutch” E. Ashoo and Christopher G. Snyder are co-founders of Pillar Wealth Management, LLC, a 100% fee-based private wealth management firm in Walnut Creek, CA. The two have a combined 50+ years of wealth management experience. Their firm is focused on delivering customized wealth management advice to high-net worth individuals and families as well as privately held company owners. As their clients’ go-to advisor, Mr. Ashoo and Mr. Snyder provide a single financial solutions source for all of your financial needs. This includes the coordination of the efforts of other professionals on your team – your accountant, lawyers, insurance brokers and mergers and acquisitions advisors to develop a comprehensive strategy Mr. Ashoo and Mr. Snyder are the published authors of the books Beyond Wealth: Finding The Balance Between Wealth and Happiness; Exiting Strategies: The CEO’s Seven Critical Steps To Cashing-Out of A Business, Managing and Preserving Wealth; as well as Intelligent Investing; Making Smart Investing Decisions In Today’s Volatile Market. They are financial expert columnists in National journals and newspapers as well as legal and tax publications and are interviewed nationwide on radio regarding wealth management for the affluent. Mr. Ashoo and Mr. Snyder have lectured to thousands of individuals on private wealth management and business exiting strategies. Their services are provided to a limited number of clients and they only accept new clients when they have determined that they can add substantial value to the clients’ financial lives.