Cove Wealth Partners

A consultative partner for advisors seeking modern tech, investment access and bespoke service. Expertise in streamlining/outsourcing new account opening and servicing, proposal generation and/or model/strategy creation, HNW strategies/tax transitions, practice scalability, revenue/fee analysis and succession planning/exit strategies. Our experience across wholesaling, recruiting, wealth management professional and back-end operations consulting uniquely position our team to help advisors achieve their scalability/monetization goals while maintaining the same level of personalized service they’ve always offered their clients. Relationships with asset managers (SMAs, ETFs, mutual funds), TAMPs, structured product and outsourced insurance desk providers, alternatives platforms and custodians. We enjoy helping advisors build their utopian practice around their key values for serving their clients, by leveraging technology, investment strategists and outsourcing certain aspects of service. Our team helps these advisors to streamline, scale and monetize their practice.