At Cove, we believe in building Space to Breathe, both literally and figuratively, into everything we do. We believe in it so much that it has become our Cove creed.
For our clients, we create Space to Breathe by implementing insurance services that ensure financial security during times of emotional upheaval caused by a death, disability, or critical illness. Our planning aims to bring peace of mind in knowing that everything that can be done to plan continuity and for the unexpected has been done, creating Space to Breathe.
Internally, we are driven by our bigger purpose: to use our business to reduce stress and affect positive change. We abide by our motto, Space to Breathe, on a daily basis and judge our actions as skillful or unskillful by whether we create Space to Breathe in the execution of our duties and responsibilities to our clients, each other, and ourselves.
Cove serves individuals and their families across a broad spectrum of net worth and income scale, from beginning professionals and start-up companies to multi-generational ultra-high net worth family enterprises. Some families have been with us for more than 25 years, and we have grown our capabilities through direct experience and intentional learning to meet their needs.