Building and preserving wealth at every life stage
At Black Cove Capital Management of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation.
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Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep lifelong relationship with you to reduce the stress in your relationships. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term. We connect you with key specialists who are dedicated to help you use your wealth to create the life you envision.
MEET YOUR ADVISORS
With experience in asset management, institutional cash management, and financial advisory, Kevin is dedicated to helping individuals and small business owners achieve their financial goals. Kevin’s passion for finance, investing, and fostering strong interpersonal connections enables him to grasp clients’ circumstances fully and guide them toward realizing their financial objectives effectively.
Kevin holds a Chartered Investment Manager (CIM) designation and is known for his comprehensive approach to financial advising. His team’s expertise extends to financial planning, tax planning, estate planning, and risk management, ensuring that clients have a well-rounded and robust financial strategy.
When he’s not working with clients, Kevin enjoys staying active with sports and spending time with his friends, family, and dog, Mars.
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Raymond James Ltd.
