COVE PRIVATE WEALTH

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... 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... COVE Private Wealth prioritizes simplicity and transparency. Our clients benefit from an easy-to-understand asset-based fee structure.

Also known as: COVE Private Wealth LLC