North Cove Capital

Big congratulations to Mason Smith and Alyssa Smith on reaching major professional milestones!

Mason recently passed the Series 7 Exam, while Alyssa passed the Series 66 Exam on July 1. These achievements are a testament to their commitment, perseverance, and passion for serving clients at the highest level.

We are incredibly proud to have them as part of the North Cove Capital team and look forward to all they will accomplish in the years ahead.

Join us in celebrating Mason and Alyssa! 🎉👏

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

Last Wednesday, we came together at Arrigoni Winery to celebrate 5 years of growth, support, and an incredible partnership! Thank you for being part of our journey, none of this would be possible without you. We’re so grateful to everyone who joined us and helped make the evening so special!

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

A message from our president:
Five years ago, when I hired Elizabeth, we didn’t even have an office—just two people working from home, building something we believed in and figuring it out day by day.

Fast forward to today, and together we’ve grown into two offices, more than $429 million in assets under management, and the privilege of serving over 750 clients.

Numbers tell part of the story, but they don’t capture the dedication, loyalty, consistency, and heart that Elizabeth has brought to this company every single day for the last five years. Through growth, challenges, long days, and exciting milestones, she has been a constant presence and an incredible partner in helping build what this firm has become.

I’m so grateful she took a chance on this vision—and even more grateful she’s still here helping lead us forward.

Thank you for everything you do, Elizabeth. This milestone is incredibly well deserved.