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At Covered Bridge, we are committed to cultivating purposeful connections across the Wealth & Asset Management landscape. Guided by experience and integrity, we foster collaboration with like-minded partners in both investment and philanthropic endeavors. We believe in the power of service, and our family members are dedicated to giving back and uplifting the communities we touch.
At Covered Bridge, our distinctive vision and approach to family wealth management extends beyond traditional financial services. Our vision is to incorporate known beneficial healthy lifestyle approaches that go hand in hand with wealth management.
OUR APPROACH
Discover our unique approach to wealth management that goes beyond traditional investment strategies. Our seasoned team combines innovation with unwavering compliance and transparency to ensure your lasting financial success.
WEALTH MANAGEMENT
Discover our innovative 360° Wealth Management approach that goes beyond traditional investment strategies. With a commitment to excellence, security, and personalized service, our seasoned team seeks to ensure your lasting financial legacy.
OUR SERVICES
Coming in 2026 we will be building the architecture that supports our vision offering a comprehensive range of services designed to cover aspects of your financial well-being. From investment management to estate planning, our personalized solutions are tailored to meet your unique needs and goals.
DEDICATED LIFESTYLE TEAM
At Covered Bridge, we believe in enhancing aspects of your life that don’t often get the attention they deserve. We are building a lifestyle team, dedicated to curating personalized experiences aligned with your values and aspirations. Coming online in 2026.
ENRICHING EXPERIENCES
We empower wealth to enrich life’s most fulfilling experiences. Our lifestyle team will focus on curated travel, entertainment, and culture. Tailored to our family members. Enhancing overall well-being. Coming in 2026.
LIFE & HOME MANAGEMENT
Our lifestyle team seeks to simplify daily life, handling everything from household management to event coordination, reducing your stress and freeing up your time. Coming in 2026.
HEALTHCARE ADVOCACY
Elevate your well-being with our healthcare advocacy services, connecting you to top-tier medical experts and premier healthcare providers for the highest standard of care. Coming in 2026.
SECURITY
Your security and privacy are foremost in our thinking as we provide advanced protection for your personal information and valuable assets.
WELLNESS & EDUCATION
Our lifestyle team is developing programs that prioritize holistic well-being, offering wellness programs, mental health resources, and education for a balanced, fulfilling lifestyle. Coming in 2026.
GENESIS CBSPV
Unlock consistent growth and financial flexibility with the Genesis Fund CBSPV, delivering conservative strategies and compounding returns, all while ensuring liquidity and security for our members.
Capital Raise
Credit enhancement
Ask about our vetted and accredited resources for Capital Raise purposes and Credit Enhancement.
Office Location
Kordestani Legal Partners, Inc.
4930 Campus Drive,
Newport Beach, CA 92660
Get Started Today!
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Covered Bridge, LTD.
4930 Campus Drive, Newport Beach, CA 92660