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A collaborative team providing comprehensive advice.

How We Help

Sandy Cove Advisors was founded in response to a growing need for a fully comprehensive financial services firm in this market.  We deliver wealth advisory solutions adhering to “best practices” employed by the team over the course of their collective 60-plus years of experience at leading wealth management organizations.

Clients choose Sandy Cove Advisors for several reasons:

  • Holistic approach
    We offer fully coordinated and comprehensive wealth management capabilities to meet evolving family and business needs. We tap into our deep knowledge in the fields of investments, taxation, and estate planning to provide fully integrated wealth management solutions. For our family office clients, who may need additional support, we help ease the administrative burdens of managing their financial affairs while enhancing reporting functions and overall controls for their wealth.
  • Single point of contact
    We are a discreet, well-informed firm that can streamline, integrate, and oversee the complex moving parts of your finances. We work with your team of advisors and third-party service providers to coordinate the timely execution of your financial affairs. 
  • Boutique setting
    As a small, specialized firm providing the expertise found at premier wealth management institutions, we offer a highly customized experience for all of our clients, whether they have traditional wealth advisory needs or more sophisticated needs that require the expertise of a personal CFO.
  • Confidentiality
    Confidentiality, integrity and accountability are key values of Sandy Cove Advisors and are instilled in our culture. We take pride in protecting your personal information and you should be rest assured that it will not be shared beyond our four walls.
  • Independence
    As a registered investment advisor, we are fiduciaries who operate under strict SEC guidelines that include a moral and legal obligation to place client interests ahead of our own. We do not accept any fees or commissions from fund managers for any investment recommendations we make to our clients. We take great pride in our ability to always do what’s best for our clients.
  • Passionate
    Beyond all the numbers and details, we love helping people and simplifying their lives.

TYPICAL CLIENTS

  • Families investing for retirement and accumulating assets for other significant life goals 
  • Busy executives seeking support with financial management, or companies seeking support for their executives
  • Closely held businesses planning for succession or preparing for a liquidity event
  • Divorcing or recently widowed individuals seeking financial guidance 

Learn more about how we work with clients.