At Cove Wealth Management, we love to encourage and celebrate the impact our client families have through their intentional generosity.

The decision to be generous and the extent of giving is entirely up to each individual client we serve, but it always inspires us!

Many times we have the honor of exploring opportunities to maximize giving while minimizing taxes.  Clients often make donations of appreciated investments, business ownership stakes, or appreciated property in ways that provide multiple tax advantages.

In 2014, we started tracking the value of the charitable donations that our clients instructed us to transfer from their Valued Retirements-managed accounts to charities, educational institutions, or private foundations. Since that time, the individuals and families we serve have made charitable donations totaling:



Benefiting Organizations Include: