Blue Cove Capital

...your financial lighthouse...

General Information
Company Name
Blue Cove Capital
Founded Year
1998
Location (Offices)
New York, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services, Insurance
Funding Stage
-
Social Media

Blue Cove Capital - Company Profile

Blue Cove Capital, established in 1998, is a distinguished boutique financial planning practice that offers innovative and impartial strategic advice to a diverse client base across the United States. The company's comprehensive integrated planning services cover various aspects of the financial landscape, including Wealth Accumulation, Asset Allocation, Tax Diversification, Capital Preservation, Retirement Distribution, Legacy Planning, and Risk Management. With a holistic approach, Blue Cove Capital's dynamic advisory practice supports clients throughout the entire financial planning cycle. The firm operates as an integrated whole, with members specializing in different practice areas and demographics collaborating to provide clients with full-service capabilities. Blue Cove Capital's performance is gauged by the long-term success of its clients rather than short-term results. Notably, duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY). The company is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Blue Cove Capital's dedication to customer success and its comprehensive financial planning services position it as a significant player in the financial services and insurance industries. Blue Cove Capital stands as a lighthouse guiding its clients through the intricacies of financial planning.

Taxonomy: Financial Planning, Wealth Management, Life Insurance, Annuities, Disability Insurance, Long Term Care Insurance, Group Health Insurance, Investments, College Planning, Retirement Planning, Tax Efficiency, Asset Allocation, Capital Preservation, Legacy Planning

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