Investment Management

Independent I Fiduciary I Fee-Only


Our investment philosophy is designed around diversification, tax-efficiency, and strategic allocation in liquid markets. We plan comprehensively for clients and build portfolios to complement and support their lifestyle goals.


  • Team of CFP® Professionals 

  • Experience and expertise to Design your Portfolio 

  • Designed to navigate life and transitions with you

Meet & Share: Do We Like Each Other And Desire To Work Together? 

  • Learn about Cove WM

  • Share your Family Profile

  • Define goals and expectations

Professional Review: We Discover Details To Serve You.

  • Agreement for Services

  • Evaluate Finances and estate

  • Tax Review

Plan & Portfolio: Review Opportunities And Commit To Path Forward

  • Meet to deliver Plan Package

  • Portfolio Design & Decisions

  • Commit to Path forward

Implement & Collaborate

  • Open and fund accounts

  • Execute desired estate

  • Tax and insurance updates

  • Enjoying life with confidence