Generosity, Excellence, and Collaboration drive the Cove Wealth Management culture.

As an independent, fee-only team of investment managers, CERTIFIED FINANCIAL PLANNERS™, and wealth coordinators, we bring technical excellence and personal engagement to navigate transitions and opportunities along with client families. As experts in generosity planning, we collaborate with professionals both internally and externally to cut through the noise of life and media.

LEARN MORE

Providing Financial Peace of Mind since 1999.

For over 25 years, we’ve helped families make wise financial decisions with clarity and confidence — so they can focus less on money and more on what matters most.

OUR STORY

Our Services

Investment Management

Wealth Coordination™

Financial Planning

Endowment Management

SERVICES

We encourage and celebrate the impact our client families have through their intentional generosity.

We’ve found that as families feel more confident and secure, they are able to lean into the use of time, money and resources that are most meaningful to them.

Generosity

LEARN MORE

Who We Serve

Our clients define success as financial security that translates to enhanced generosity and strengthened priority relationships.

Our individual clients are typically business owners, corporate executives, or successful professionals. The common thread is a desire to grow and manage wealth with clarity and purpose by implementing realistic strategies that allow individuals to rule their money, and not the other way around.
Wealth transfer encompasses material possessions and personal values. Cove Wealth Management provides the perspective to educate and influence multiple generations as we act as investment managers, advisors, and a collaborative resource for family attorneys and legal professionals. We have strategic relationships to provide and navigate corporate trustee services when appropriate.
Executive teams, directors, and boards engage the Cove Wealth Management team to develop and implement purposeful management of endowments, strategic reserves, and restricted funds. In their fiduciary roles, leaders remain closely linked to the stewardship of resources without having to carry the weight and nuanced attention required to monitor a sizable portfolio. Organizations typically engage CWM for investment management as liquid savings exceed 12 months of operating expense. CWM provides an initial comprehensive financial review and recommendation to leaders that includes cash management strategies, fundraising mindsets, and steps to advance overall financial capacity.
Families with a net worth between $20 and $200 million often find building out their professional team of investment managers, legal advisors, CPAs, and business service providers to be daunting and expensive. Our proven process leverages strategic collaboration between our in-house talent and professionals across the country to design custom Team of Professionals that fit a family’s unique needs.
That is Wealth Coordination™.

WORK WITH US

Our clients are stewarding success.

CWM clients are strong and capable professionals or business owners aiming to continue growing wealth without the weight of having to answer each question alone.