Wright Cove Capital

EST. AUM
$100,609,258

CONTACTS
2

CLIENT ACCOUNTS
114

Firm Details

Metro area Portland, ME
CRD Number 307252
Website wrightcovecapital.com
Client types

Overview

Wright Cove Capital is an independently owned boutique investment advisory firm founded by Eric J. Leinwand and Cass Tokarski. The firm operates on a client-first philosophy, emphasizing independence from third-party sales incentives and external quotas. This autonomy allows Wright Cove Capital to focus solely on the best interests of its clients, providing personalized financial strategies without conflicts of interest. The firm offers a range of services including wealth management, tax-aware investing, portfolio risk management, retirement and education planning, estate and legacy strategies, and cash management. With a disciplined approach rooted in modern portfolio theory and Wall Street-tested risk management techniques, Wright Cove Capital aims to deliver tailored investment solutions that align with each client's unique objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wright Cove Capital

Platform Details

Investment Preferences

Alternative Activity

Address

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