Advising with Purpose: Catalyzing Giving Impact with Clients
Sarah and Cory Mizell became majority owners and managing partners of Cove Wealth Management (Cove) in 2021. They both moved away from corporate careers to serve in their independent wealth management firm focusing on wealth coordination, financial planning, and fee-only investment management. Lifelong goals of growing their family, having more flexibility to prioritize family, and really focusing on living out a generous life were catalysts fueling their career decisions.
Providing Financial Peace of Mind
When we asked Sarah what drove her to pursue her dream job as a financial advisor and business owner, she shared how she had a fearful relationship with money before receiving her finance degree and becoming a Certified Financial Planner™. This fear stemmed from when her father lost significant savings after following some misleading business advice from a professional advisor. Sarah has used her father’s experience to learn and apply principles for herself and the families she works with at Cove. She works with clients to develop their understanding of strategies to enhance life, financial independence, and meaningful philanthropy.
Balancing the transactional and personal components of every client relationship is essential in the financial and wealth management industry. Sarah shared that “Relationships play an incredible part in my line of business. You must invest in developing relationships and treating each client as a whole person. When we first meet with our wealth coordination clients, we often try to meet them in their ‘happy place,’ whether a ranch, museum, or park. This strategy helps us to make space for our clients to share their stories so we can discern how our team can provide resources and ongoing support to help them achieve their goals or purpose.” Then, Sarah and her team will develop a vision statement or driving goal for each client to build ongoing conversations and strategy around.
Sarah credits her “dream team” of internal and external professionals for providing their clients with the best technical and personal experiences. With a culture of generosity, collaboration, and excellence, the Mizell’s engaged team helps its clients achieve financial security that translates to enhanced generosity.
Your Partner in Philanthropy
Greater Houston Community Foundation understands the importance of trust and expertise in the advisor-client relationship. That’s why we view our partnerships with professional advisors as more than just transactions – they are integral to our mission of driving positive change in our community. By joining forces with finance, tax, and estate advisors, we become a trusted network for your clients, offering a comprehensive approach that seamlessly integrates financial success with philanthropic impact.
Reach out to Andrea Mayes today to learn how the Foundation can amplify your clients’ charitable giving strategies.
More Helpful Articles by Greater Houston Community Foundation:
- What Are Qualified Charitable Distributions?
- What to Do with an Inheritance
- Philanthropy Without Compromise: Elevating Philanthropy for High-Net-Worth Individuals and Families
- Charitable Giving in Financial and Estate Planning
- Philanthropic Partnership: Hope Biosciences Research Foundation
- Philanthropy Made Easy: 3 Do’s & Don’ts for Donor Advised Funds
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