According to the wealth advisory firm, Bridge Wealth Management will be rebranded as Covenant Wealth Management, effective today.
With the deal, Covenant is adding 126 client relationships representing $200m in investable assets, increasing the firm’s total assets under management to $1.3bn.
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Bridge Wealth founder Thomas Smith will continue to lead the Tyler office of Covenant Wealth Management as director and wealth strategist.
In this new role, Smith responsibilities include overseeing all client services and working with Covenant’s leadership team in San Antonio to develop and execute growth strategies for the firm.
