COVE
Private Wealth
Independent Advisors for Individuals, Families, and Foundations
COVE Private Wealth is a modern private wealth management firm that provides advice and service to individuals, families, and foundations in the tradition of a family office. CPW was founded on the notion that an advisory relationship is most effective when client interests are prioritized and investment approaches are tailored to individual needs.
OUR PROMISE TO YOU
While many of today's private wealth management firms have shifted away from a personal approach to investments, COVE Private Wealth is centered on personalization. We are proud to deliver customized advice and service to reflect your unique circumstances and priorities.
OUR CAPABILITIES
COVE Private Wealth unites a high-touch, private bank service experience with the dedicated support of many Private Bank custodians. These partnerships provide a comprehensive open architecture investment platform along with private banking and credit solutions -- all while supported by dedicated custody service teams at Private Bank custodians.
OUR TEAM
COVE Private Wealth is led by investment professionals with many years of extensive private wealth management experience. The firm is independently owned by the advisors and has no outside shareholders or corporate parent, allowing freedom from conflicts of interest and true prioritization of client needs.
OUR PRICING
COVE Private Wealth prioritizes simplicity and transparency. Our clients benefit from an easy-to-understand asset-based fee structure.
OUR OFFERINGS
Banking & Credit Solutions
We offer private banking and credit services through many Private Bank custodians.
Customized Portfolio Management
You have unique plans and goals. We customize investment portfolios to meet them.
Wealth Planning & Trust Services
Our wealth planning and trust services ensure your financial future is founded on a deep understanding of what matters most to you and your family.
Cove Private Wealth, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Cove Private Wealth, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cove Private Wealth, LLC unless a client service agreement is in place.