FORM CRS

Customer Relationship Summary

Willow Cove Investment Group, Inc. (WCIG) is registered with the Securities and Exchange Commission (SEC) as a
broker-dealer and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities InvestorProtection Corporation (SIPC). Brokerage and investment advisory services and fees differ and it is important for youto understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, Investment advisors, and investing.

Regulation BI Relationship Guide

About us

Willow Cove services both retail and institutional clients. We strive to provide timely, reliable investment services and advice with a level of support for those clients who value attention to detail. Our investment professionals are experienced and will work with you to meet your financial objectives: