Experience Living
Live well. Live fully. Live inspired.
Hidden Cove Wealth Management
is a financial advisory firm specializing in holistic wealth management for individuals, small businesses and institutions.
As fully independent advisors our mission is to provide investment management, financial planning, and retirement plan design via an educational, collaborative, transparent, listen-first approach.
Wealth Management is Changing & We Are Here To Help You Keep Up With It.
Economic conditions are constantly changing.
You deserve holistic wealth management that can keep up with you and support your life dreams.
Our Services
Private Wealth Management
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.
Risk Management
Service provided by One Strategic Capital
Whether you are a family member or a business owner, advanced risk management strategies will protect what you have worked hard to accomplish.
Our A•C•T-ions
Are What Separate Us
Academic
We take an approach that is rooted in the latest academic research and discovery. This allows us to be product agnostic focused on your unique needs.
Collaborative
Our educational approach paves the way for a collaborative relationship. This extends to your professionals, making sure we are all on the same page working for you.
Transparent
Our clients enjoy concierge level service. Service you can feel! All the work we engage in and all fees are discussed up front.
Start Living Today!
Find out how our financial planning process helps families implement strategies that can assist with realizing their financial goals and dreams.