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Designing a life that allows you to age well
By Jim Sanzi / May 17, 2018 /   Loading Disqus...

“There is much about aging that we can’t control. But there is much more that we can.” So says Coventry Edwards-Pitt, a nationally recognized wealth advisor, to one of today’s most pressing issues:  how to age well –given our increased longevity – and ensure that our later years have a positive impact on our families.

Drawing on her many years of professional experience with Ballentine Partners, Covie has interviewed vibrant elders and brings to life the daily choices they are making that allow them to live content, engaged, and purposeful later lives and design legacies of meaning.

The stories and research in Aged Healthy, Wealthy & Wise, her book based upon these interviews, inspired and moved a room full of professional advisors here in Providence when Boston-based Edwards-Pitt visited the Foundation to share her experience and wisdom with others in her field.


Covie reinforced the importance of understanding the client’s values and perspective as a way to deepen the relationship. Her stories illustrate the need for a deep personal understanding of a client, and emphasize that good professional planning goes beyond smart finances.

“Through stories that were funny, inspiring, and poignant,” says Covie, “several themes emerged – mental tools our interviewees relied on most frequently to help them maintain a mindful, proactive approach to aging.

“If you have the resources to age well, how do you optimally use them? How should you invest your time and money to design a life that will enhance your ability to age well?”

While her book is about aging, it is not just for people currently at a later stage in their lives—it is also for their children. “What planning should you do now to maximize your chances that the resources you leave behind will positively impact your family after you’re gone?”

For us in that room, there may have been an epiphany of sorts – that philanthropy always offers an important bridge to learning more about a client’s values – values that tap into the deepest emotions surrounding living, dying, and what we leave behind.


Recognized as one of the “Top 50 Most Influential Women Private Wealth” and one of the “Top 50 Women in Wealth Management”, Covie is a Partner and the Chief Wealth Advisory Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 14 years ago. She was pre-med in college, and was drawn to the wealth management industry by her desire to help people – to help them navigate a complex, noisy, often conflicted financial world and implement strategies that aren’t just financially sophisticated but also emotionally relevant.

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