Covenant Wealth is a registered investment advisor founded in February 2026 and based in Buffalo, New York. The firm is 100% owned and managed by Connor J. Rosenecker. Covenant Wealth provides personalized portfolio management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm constructs diversified portfolios primarily using individual equities, exchange-traded funds, mutual funds, bonds, and alternative investments. Services include investment portfolio management, asset allocation advice, retirement planning, investment consulting, and general financial planning. Clients can grant Covenant Wealth the authority to make trades without asking first or choose to maintain a non-discretionary relationship. The firm tailors its services to each client's specific financial situation, objectives, risk tolerance, and time horizon, and allows clients to place reasonable restrictions on their accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees are negotiable and may vary based on relationship complexity and portfolio size.