Susko Wealth Advisors 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.

About JGS Wealth Management - a personal financial planning and independent registered investment advisory firm in Colchester, CT. About John G. Stalega, CPA, PFS. An independent, fee-only financial planner.

As of March 2024, Charles Caroll Financial Partners is now part of Mission Wealth. Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living.