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Hidden Cove Wealth Management

Headquartered in BAINBRIDGE ISLAND, WA

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Firm Information

Hidden Cove Wealth Management is a registered investment advisor based in Bainbridge Island, Washington. They offer a range of services, including financial planning, portfolio management for individuals, and pension consulting. The firm manages approximately $252,904,408 in assets for a diverse client base, including high-net-worth individuals, pension plans, and corporations.

Hidden Cove Wealth Management

249 WINSLOW WAY EAST

BAINBRIDGE ISLAND, WA 98110

$252.90M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HIDDEN COVE WEALTH MANAGEMENT has a total of 1 branch locations across the country.

Advisors at Hidden Cove Wealth Management

View All 6 Advisors

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Disclosures

There are no public disclosures for Hidden Cove Wealth Management.

Frequently Asked Questions (8)

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