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Our Process

Our Process

We understand no two investors are the same. We work with you to identify your financial goals and help you invest to fulfill them. Elliott Cove is here to stand as a signal of light to help guide you on your financial journey.

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Our Philosophy

Our Philosophy

We believe every client, big or small, deserves the same support on their financial journey. Our representatives strive to be a beacon of light to our clients during calm waters and rough seas.

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Built with You for You

Our Client First Approach First

The awkward truth that no one can predict the future, in no way releases us from the obligation to prepare for it!

At Elliott Cove Capital Management, we care about you and your needs. 

  • What are your investing goals?
  • What is your time horizon for these goals?
  • What is your tolerance to market volatility?
  • How can you reduce taxes and fees, which ultimately effect your returns?

Your Goals. Our Strategies.

The Elliott Cove approach offers you the peace of mind that comes from doing the right thing, in a sound way, with the right financial partner.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

Thank you!