Generosity, Collaboration, and Excellence drive the Cove Wealth Management culture
As an independent, fee-only team of investment managers, financial advisors, and wealth coordinators, we bring technical excellence and personal engagement to navigate transitions and opportunities along with client families. As CERTIFIED FINANCIAL PLANNERS ™ and experts in generosity planning, we collaborate with professionals both internally and externally to cut through the noise of life and media.
Our objective is to align our interests with our clients' interests by providing value-added investment services on a fee-only basis. We do not sell products or have alliances that would compromise our clients’ interests.
This collaborative approach identifies the story and purpose of an affluent family and refines the professional service team, to be effective & purpose driven.
Planning provides peace of mind and a clear direction in a chaotic world.
We are a team of experienced, diverse CERTIFIED FINANCIAL PLANNERS.
Cove Wealth Management clients define success as financial security that translates to enhanced generosity and strengthened priority relationships.