Covenant Asset Management

At Covenant Asset Management, we are dedicated to providing exceptional asset management services to high-net-worth individuals, businesses, and non-profit organizations. Our team of experienced professionals is committed to delivering personalized investment advice, tailored to each client's unique financial goals and objectives. With a strong foundation built on integrity, honesty, and confidentiality, we strive to build long-term relationships with our clients, founded on trust, respect, and mutual understanding.

Our History

Covenant Asset Management was founded in 1999 by John Guarino and Tim Rowe, two seasoned financial professionals with a shared vision of providing unparalleled investment advisory services. With a combined experience of nearly 35 years in the financial industry, John and Tim drew upon their expertise to create a boutique asset management firm that would prioritize personalized service, integrity, and transparency. Today, we are proud to serve over 100 high-net-worth clients, providing financial planning, transaction services, and investment advice that is tailored to their individual needs.

Our Mission

Our mission is to deliver superior asset management services to affluent individuals, businesses, and non-profit organizations. We accomplish this by developing close professional relationships with our clients, taking the time to understand their unique financial goals, risk tolerance, and investment objectives. With a commitment to prudence, diligence, and the highest standard of care, we work tirelessly to optimize and realize our clients' financial objectives.

Our Advantage

At Covenant Asset Management, we offer a rare brand of investment counsel that combines independent research with personalized service. Our clients benefit from complete transparency of their assets and direct access to the decision-makers within our firm. This unique approach enables us to provide tailored investment advice, unencumbered by the conflicts of interest that often plague larger financial institutions.

Our Team

Our team of experienced advisors is dedicated to providing exceptional service to our clients. With a wealth of skill and experience, our advisors are well-positioned to serve clients seeking prudent, effective, and individually tailored guidance for achieving financial and life-style goals. Our clients find peace of mind embodied in the rapport of a trusting, long-term relationship, where their interests come first.