Live fully. Live well. Live inspired.
Why We Exist
As fully independent advisors, our mission is to provide investment management and financial planning in a transparent, listen-first approach.
We are deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth, and discipline of a much larger one.
For some it's a guideline, but for us, it's who we are.
As fiduciaries, we put our clients’ needs ahead of our own. We go above and beyond the standard by educating and empowering our clients with all strategic options.
Holistic Financial Planning
A proven methodology will help give you confidence your financial plan will work in most economic conditions, not just perfect ones.
Wealth management is more than just investing… It is an ongoing, customized, comprehensive financial plan that’s managed around your life.
Employer Sponsored Retirement Plans
Simply having a benefit plan is not enough. Having an engaged workforce who appreciates the benefits you worked hard to implement is the difference.
With over 100 years of combined financial services experience we bring a rich history of credentialed financial service professionals from a multi-disciplinarian background.
SR. WEALTH ADVISOR
SR. CLIENT EXPERIENCE PROFESSIONAL
PRINCIPAL, SR. WEALTH ADVISOR
PRINCIPAL, SR. WEALTH ADVISOR
CHIEF COMPLIANCE OFFICER
CLIENT EXPERIENCE PROFESSIONAL
Start Living Today!
Find out how our effective process helps provide families with security for reaching their financial goals and dreams.
249 Winslow Way East Suite 100 Bainbridge Island, WA 98110
Hidden Cove Wealth Management, LLC (CRD No. 318677) is an SEC registered investment advisor. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary when considering engaging any of our services. Copies of these documents are available free of charge at https://adviserinfo.sec.gov/. Our Client Relationship Summary is also available free of charge at FORM ADV PART 3.
All information, statements, and opinions contained herein have been obtained or derived from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any of the same. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment.