At Covered Bridge, our mission is to build a trusted network within the Wealth & Asset Management industry, where meaningful connections thrive. We provide a secure and collaborative platform for fostering relationships, advancing compliance, and enhancing opportunities in investment and philanthropy. Guided by expertise and integrity, we empower our shareholder families to navigate the complexities of wealth management with confidence, driving both financial growth and impactful, purpose-driven initiatives.
We believe in the transformative power of philanthropy and are committed to initiatives that promote collaboration and uplift communities. By supporting programs that create lasting social impact, we aim to make a positive difference and contribute to a prosperous, more equitable future for all.
Integrity means more than
striving to do the right thing.
It means showing heart:
Humility
Empathy
Adaptability
Remarkable
Transparent
We believe Accountability
goes hand in hand with
Integrity. It involves accepting
responsibility when things
don’t go as expected, then
taking proactive steps to
make things right.
We believe in actively
building & engaging in an
inclusive, diverse, and
collaborative work
environment where openness
is encouraged, individuals
are empowered, and
teamwork and performance is
rewarded.
Our work environment
encourages continual
improvement, which fosters
Innovation. We work on
cultivating quality questions,
curiosity, courage, and
passion when working with
team members, professional
partners, and of course, our
family members.
We strive for Excellence in
order to provide the best
experience and results for
family members. We strive
for, and expect excellence in
our relationship with
professional, community, and
philanthropic partners,
ensuring the best outcomes
for our family members.
We are in service to our
Shareholders and Family
members. We are committed
to developing and nurturing
relationships that add value
to our Family member’s lives,
today and for future
generations.
We understand the importance of maintaining confidentiality. Our systems and protocols are
designed to protect sensitive information and ensure the privacy of our family members.