About Us

Hidden Cove Wealth Management is a financial services firm specializing in holistic wealth management for both individuals and institutions to give every one of our clients the confidence they need to live a truly inspired life.

Why We Exist

As fully independent advisors, our mission is to provide investment management and financial planning with a transparent, listen-first approach.

We have maintained our independence for over 50 years, fine tuning our strategies to help you accomplish your life goals.

FIDUCIARY ROLE

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.

• A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust.

Our Core Values

Our core values guide our efforts and decisions in all that we do.

GRATITUDE

INSPIRED & INSPIRING

MASTERY

OTHERS FIRST

COLLABORATION / TEAMWORK

The LDIS Process

Our relationships begin in the same way with a concentrated effort to listen, get to know you, and learn what inspires you.

Our process helps eliminate the independent, random, emotional financial transactions that hinders families from reaching their financial goals and dreams.

Our Team

With over 100 years of combined financial services experience we bring a rich history of credentialed financial service professionals from a multi-disciplinarian background.