Kovest Legacy Group of Wells Fargo Advisors is equipped with a wealth of knowledge regarding the distinctive needs of cemetery and funeral home professionals. We recognize the importance of your investment policy statement and are qualified to assist you in understanding your preneed and endowment investments. Along with our internal network, we have access to specialists experienced with business owners, retirement plans, individual investors, trusts, foundation, and endowments. After assessing needs and objectives, a strategic master plan is created helping ensure your heritage is secure.
