COVE Private Wealth is a Registered Investment Adviser (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides personalized financial planning and investment management for high-net-worth individuals, families, and business owners. Their stated mission is to offer unbiased, objective advice and highly personalized service to help clients navigate complex financial decisions and achieve their long-term goals, from retirement and estate planning to tax strategies and risk management.

Founded in

United States