David Menoni - Morgan Stanley

As a millennial and a wealth manager, I effectively combine technology and personal touch to enhance the client experience and help you meet your life goals.

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Blue Cove Capital is a leading boutique financial planning practice that provides innovative, non-biased strategic advice to a diverse client base nationwide. We assist our clients in achieving their financial objectives by offering comprehensive integrated planning services pertaining to all areas of the financial landscape. Our dynamic advisory practice supports clients through all phases of the financial planning cycle through expert capabilities in Wealth Accumulation, Asset Allocation, Tax Diversification, Capital Preservation, Retirement Distribution, Legacy Planning and Risk Management.