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That big list of dreams and goals isn't the only way to look at your bucket list.
HELPING YOU PLAN FOR LIFE’S BIG MOMENTS
More than an advisor, we seek to be your partner, coach, & teacher.
LIFE HAPPENS. BE PREPARED.
What differentiates us from the rest? Our transparency and passion.
We offer a wide variety of services all geared to help you with your financial goals.
Choose comprehensive financial planning services that adapt to long-term needs, goals and life changes. Provide for your children and grandchildren comfortably.
Assess your current financial situation and develop plans that bring you closer to your long-term goals without sacrificing today's milestones.
Find trustworthy assistance with your investment portfolio, business assets and personal wealth.
Not just interested in a comfortable life for yourself? Create something to pass on to your children and their children.
An essential tool for guarding what you’ve worked hard to earn and ensuring your financial requests are carried out.
Learn more about Patrick, Karen, and the COVA Wealth team here.
No matter which services you need, you can be sure we will provide the guidance needed to help pursue your financial goals and manage your wealth. We can help you save for life’s milestones, feel more confident about your financial decisions, and and seek to create an investment portfolio that will benefit you for years to come. In other words, when you work with us, you will find out where you want to go financially and how to remain on track. Working with an advisor can help you seek to take your finances to the next level.
Rather than use a one-size-fits-all approach to investing and financial planning, we take the time to understand the goals and values of our clients. We are independent. COVA Wealth Group utilizes a personalized approach, and by putting our clients’ needs first, you can be sure our team acts with integrity and honesty. If you are ready to plan for an independent financial future, you should reach out to COVA Wealth Group. Our team can answer the questions you have and provide personalized guidance and advice.
Partnering with a financial advisor who understands how to create a customized plan based on your life can help. A comprehensive financial plan can assist you with uncovering all your goals, large and small.
We’re much more than financial advisors or investment brokers. We stand by your side, ready to answer your questions, teach you smart strategies and help at every step. Discover incredible resources and guidance you can trust.
A qualified financial advisor will take all aspects of your financial life into consideration, identify the steps needed to help you pursue your goals most efficiently, and cultivate a concrete plan that you can feel confident about.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
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