Independent I Fiduciary I Fee-Only
Story & Purpose
Wealth and Team Review
Success and wealth bring opportunities and complexities. Whether you find yourself selling a business or suddenly managing a complex estate worth between $20 million and $200 million, you deserve the clarity and peace that comes with an effective, purpose-driven team. Our proven process facilitates a sharpened focus on what drives you forward, holistically considers your unique circumstances, and strategically designs a team that reflects your needs and personality through a custom family office. That is Wealth Coordination. Cove Wealth Management partners with select families to provide this unique service.