Founded by Thomas P. Cote, Cote Financial Management is a Registered Investment Adviser (RIA) based in Massachusetts. The firm provides comprehensive, personalized wealth management services to individuals, families, and trusts. Operating under a fee-only model, the company emphasizes its fiduciary duty to act in clients' best interests, avoiding commissions and product-based compensation. Their core services include financial planning, investment management, retirement planning, and estate planning, all tailored to the specific long-term goals of their clients.

Founded in

United States