We founded Alcove Private Wealth as an independent wealth management firm in order to create a client-centric culture. We get to know you and your family, and understand your goals and priorities. That is the foundation for a truly personalized strategy.
In the financial planning process, we listen before speaking, thoroughly explain your options, and always respect your decisions. We will work together to create a strategy specific to you, then review at regular intervals to ensure that you’re always on track.
We understand your many investment needs and utilize timely and appropriate strategies to pursue both short and long-term goals. As a fiduciary in advisor relationships, we provide professional and independent advice, putting your best interests first.
For those just starting out, a plan to address short and long-term savings goals:
When life gets more complex, a plan to provide you with a roadmap:
As you transition from saving to spending, a plan to cover all bases:
When you wish to leave no stone unturned, a plan to preserve your legacy:
For Investment Management clients, after the initial financial plan is delivered, ongoing revisions are included in your management fees. As clients move through life stages, increased complexity may require an incremental fee.
For financial plan-only clients, continue to engage with us to monitor, update, and implement your financial plan for a reduced on-going annual fee with options to pay either monthly or quarterly.
We are passionate about making a positive impact on our client’s lives, our community and the planet. For that reason, we offer a Sustainable and Responsible screened version of every portfolio that we manage. So, you don’t have to sacrifice performance to feel good about what you own. Your portfolio can help you pursue your goals and contribute to a greater good at the same time.
Partnerships build legacies.Plan for your future so you can live for today.
©2023, Alcove Private Wealth All Rights Reserved.
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Based in Princeton, NJ, helping individuals and multi-generational families plan for their future.
500 College Road East
Princeton, NJ 08540
(609) 917-7550 (office)
(609) 917-7551 (fax)
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