Investment Management

We keep your money working for you so you don't have to work so hard for your money.

Ongoing Management Services (OMS)

Implementation of recommendations from Comprehensive Financial Plan
Baselining of all assets
Monitoring of all assets under our management
Advice and Ranking, including 401k Tracking, provided on assets not available for transfer
Buying and Selling (called Trading) to provide for your cash flow
Performance Monitoring to ensure value
Invoiced and Billed quarterly
Fees are based on assets and are detailed in the OMS Fee Schedule

Let Us Help You Get on Track with Your Finances

Jenny Migdal, CFP®, CKA®
Senior Advisor and Chief Impact Officer,
Cove Wealth Management
(formerly Forthright Financial Planning, LLC)
2125 Wyoming Blvd NE | Albuquerque, NM 87112
CONTACT US

Cove Wealth Management, Inc. (formerly Forthright Financial Planning, LLC) is a registered investment advisor with the states of New Mexico and Texas. As such, it is registered to transact business with and provide investment advice to residents of New Mexico and Texas. Only general information on available products and services is available through this website. In addition, it adheres to the de minimis requirements of other states for out-of-state clients.