WEALTH MANAGEMENT
Focused Advice. Proven Strategies.
Cover Wealth Management is a boutique advisory firm serving clients who value strategic guidance and personalized attention. Founded by Dan Cover after a decade helping clients navigate complex financial decisions, the firm was built to provide clarity, disciplined advice, and long-term perspective.
Rooted in the Great Lakes region, the ship wheel logo reflects the firm's mission: helping clients chart their financial course through changing markets and life transitions.
The firm specializes in income strategies and investment management, delivering thoughtful, tailored solutions aligned with each client's objectives.
Dan holds Series 7 and Series 65 securities registrations and lives in Pinckney, Michigan with his wife and three kids. When not serving clients, they enjoy hiking, baseball, and spending time at Lake Michigan.
Comprehensive portfolio oversight and strategic asset allocation designed to preserve and grow wealth across market cycles.
Sophisticated retirement strategies that address income needs, tax efficiency, and legacy considerations.
Disciplined investment approach incorporating traditional and alternative strategies aligned with your risk profile and objectives.
Thoughtful approaches to generating sustainable income while managing risk and maintaining long-term capital appreciation potential.
Holistic planning that coordinates all aspects of your financial life to create clarity and confidence in your financial future.
Objective guidance on complex financial decisions, delivered with discretion and aligned with your broader life goals.
At Cover Wealth Management, we believe that successful wealth management requires more than investment expertise—it demands a disciplined process, strategic thinking, and unwavering commitment to our clients' success.
Every recommendation begins with understanding your unique circumstances, objectives, and concerns. We take the time to listen and develop strategies that reflect your priorities.
Our investment approach is grounded in research, risk management, and time-tested principles. We avoid speculation and focus on strategies designed to deliver results over the long term.
Markets and circumstances evolve. We provide ongoing counsel and strategic adjustments to help you navigate complexity and capitalize on opportunities as they emerge.
We build lasting relationships founded on transparency, clear communication, and a fiduciary commitment to always act in your best interest.
We invite you to connect with us to discuss how we can help you achieve your financial objectives.