Advisors at this firm
Ron E
Series 63, Series 65
Bainbridge Island, WA
Hidden Cove Wealth Management
Ron Elzig is a financial advisor at Hidden Cove Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. among other firms. He also serves as an insurance agent and acts as an industry expert witness for legal cases. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios and overseeing independent managers as fiduciaries.
Shane D
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Shane Dir is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Resources Investment Advisors, and Hornor, Townsend & Kent. Outside of his advisory role, he is the CEO and owner of an insurance agency, One Strategic Capital, where he manages staff and operations. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management combined with integrated financial planning and consulting, utilizing diversified portfolios and Independent Managers to serve several hundred client relationships.
Andrew T
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.
Jonathan M
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Jonathan Magee is a financial advisor at Hidden Cove Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is also an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing approximately $335 million in client assets since its founding in 2022.
Ashley G
Series 63, Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Ashley Goggins is a financial advisor at Hidden Cove Wealth Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Goggins has been with Hidden Cove since 2022 and is also associated with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing client accounts with diversified portfolios and ongoing monitoring through a team of six advisors.
Chad B
Series 65
Bainbridge Island, WA
Hidden Cove Wealth Management
Chad Bearden is a financial advisor at Hidden Cove Wealth Management with four years of industry experience. He holds a Series 65 designation and previously served in the United States Navy for 20 years. In addition to his advisory role, he is an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages diversified portfolios primarily on a discretionary basis, utilizing a range of investment vehicles and Independent Managers, and serves several hundred client relationships.
Jordan B
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Jordan Bingham is a financial advisor at Hidden Cove Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Horner, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Edward Jones. In addition to his advisory role, he is also an insurance agent with One Strategic Capital, Inc. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that often include independent managers selected and monitored as fiduciaries.