Cove Wealth Management

Jennifer Migdal is a CFP® and holds a Series 65 license with 19 years of experience in financial planning. She currently works at Cove Wealth Management and has been with Forthright Financial Planning LLC since 2007. Cove Wealth Management provides fee-only investment management, financial planning, and wealth coordination services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $166.6 million and emphasizes customized investment policies, diversified low-cost funds, and a long-term holding strategy while coordinating multiple outside professionals for high-net-worth clients.

Sarah Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with 11 years of industry experience. She has worked at Valued Retirements since 2014 and is also involved with the Julianna Poor Memorial Counseling Center. Cove Wealth Management provides fee-only investment management, financial planning, and wealth coordination services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes customized Investment Policy Statements, diversified low-cost ETFs and mutual funds, and a long-term holding strategy while coordinating multiple outside professionals for clients with net worths between $20 million and $500 million.

Cory Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with nine years of industry experience. He has worked at Valued Retirements, Inc. since 2016 and has been affiliated with Solvay Chemicals since 2014. Cove Wealth Management provides fee-only investment management, financial planning, and wealth coordination services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $166.6 million on a discretionary basis and emphasizes customized investment policies, diversified low-cost ETFs and mutual funds, and wealth coordination for high-net-worth families.