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Brad Covey is a CERTIFIED FINANCIAL PLANNER™ at STA Wealth Management. A CFP® with over 20-years’ experience, his clients include high net worth families, business owners, and corporate executives. Brad’s clients rely on him to create, implement and monitor comprehensive, in-depth financial plans that address Estate Planning, Tax Planning, Risk Management, Investment Management, and Retirement Planning.
To accomplish this task, Brad adeptly leverages the intellectual capital offered by the STA Wealth Management Family Office environment. His clients all receive carefully coordinated, strategic, and tactical access to an in-house team of credentialed Financial Planners, Attorneys, Tax Professionals, Investments Analysts, and Insurance Professionals who are equally passionate about working together to address all aspects of the client’s financial well-being.