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.
Founder & Financial Advisor
Dan is a Michigan native with over a decade of experience in financial services. He began his career in mortgage lending at Bank of America and Fifth Third Bank, where he helped clients navigate home financing through varied market conditions. He later transitioned to wealth management as a financial advisor with Prudential before founding Cover Wealth Management to deliver more personalized, strategic guidance.
Dan holds Series 7 and Series 65 registrations and brings institutional-level analysis with a hands-on approach to his practice. He and his wife have three children, and the family enjoys spending time at Lake Michigan beaches, playing golf, and exploring Michigan's hiking trails together.
Administrator
Amanda is an Arkansas native with over 30 years of experience in customer service, and has worked with a variety of clients. Prior to joining Cover Wealth Management, Amanda worked in journalism and marketing with two successful print publications in Arkansas. Other experience includes life and health insurance for senior citizens and county government operations.
Amanda has four amazing children. Her eldest son works in physical therapy, and her middle son is a 2nd Lieutenant Air Force pilot and AFA graduate. Her daughter is a pediatric nurse and her youngest son is a budding artist and swimmer. Amanda is also an active volunteer in her community theatre and volunteers with other local and national non-profits.
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.