Cove Wealth Management is an independent, fee-only financial advisory firm that specializes in investment management, wealth coordination, and financial planning. They work with affluent individuals, families, business owners, and executives to provide tailored strategies that align with their clients’ financial goals. With a focus on collaboration, technical expertise, and philanthropy, Cove Wealth Management helps clients navigate transitions and build secure, purposeful financial futures. Their services also extend to wealth transfer, estate planning, and outsourced family office solutions for high-net-worth families.