Helping families navigate personal success.

Financial guidance is just the beginning

Broad Cove Capital is an independent wealth management firm serving generations of New England families. As full service fiduciaries, we help grow and shepherd your wealth in coordination with all of your professional advisors and help you plan for life events, expected and unexpected.

Who we are

Who we are

We are an employee-owned office, united in our dedication to our clients.

What we do

What we do

We love helping families accomplish great things on a well-charted course.

Why we do it

Why we do it

Helping our clients meet their life goals is a privilege we value deeply.

Our resource partners

Our resource partners

We work with a respected network of resource partners to provide the best possible service to our clients.

We cover all financial bases

Investment consulting

Investment Consulting

Estate planning

Estate Planning

Transition planning

Transition Planning

Retirement planning

Retirement Planning

Think of us as your financial safety net.

We look after the matters in your life that need attention, down to the last detail. While investment advice and management is a significant piece, we also work with your legal, tax, and insurance advisors to bring clarity to the complex intersection of these areas and guide your strategy.

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