A complete list of active advisors currently associated with Cove Wealth Management

Warmer can help you find a great advisor at Cove Wealth Management or one who fits your needs even better.

Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm works with a mix of high-net-worth and non-HNW clients and commonly serves successful professionals and business owners seeking coordinated financial advice. The firm builds customized Investment Policy Statements and manages portfolios using a diversified core of low-cost ETFs and mutual funds, supplemented by individual securities and outside Independent Managers when appropriate. CWM emphasizes long-term, fiduciary stewardship, a proprietary process to reduce information overload, and ongoing collaboration with clients to align portfolios with risk tolerance, cash flow needs, and life priorities. Cove Wealth Management offers a formal Wealth Coordination program that structures collaboration with outside professionals for families with substantial net worth (the brochure cites a $20 million to $500 million range) and charges these services as an additional engagement outside its asset-based advisory work. The firm also engages in community financial education and periodic pro bono workshops, and it does not accept proxy-voting authority for client accounts.

To learn more about the advisors currently working at Cove Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.