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.

Matriarchs & Widows

High Income Professionals & Entrepreneurs

Business Owners & Affluent Couples

Wealth Coordination

Independent I Fiduciary I Fee-Only

  • Story & Purpose

  • Wealth and Team Review

  • Purpose-Driven Collaboration