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A highly personalized set of solutions.

Service Offering

Whether you are seeking traditional wealth advisory services or family office solutions, you can expect a client experience from us that is highly personalized in many ways:

  • Developing customized solutions based on your specific goals and objectives
  • Acting as a financial quarterback for your affairs, including coordination with any external advisors you may have
  • Meeting on your terms and time frame
  • Providing the highest levels of confidentiality, integrity, and accountability from every professional in our organization

Our approach means a high level of collaboration with you so that we understand your priorities and the intricate details of your financial situation. To that end, you can also expect an investment approach that encompasses these key points:

  • Creating an asset allocation strategy to enhance returns and control risk in your portfolio by opportunistically allocating assets within various asset classes
  • Investing in a full range of asset classes for appropriate diversification to protect client portfolios from volatility and the unexpected
  • Continuously stress testing your portfolio as a risk management measure to understand how extreme market and non-market scenarios could impact achievement of your goals
  • Ongoing review and refinement of your investment program to accommodate your ever-changing needs and changing market dynamics

 

“We bring clarity to all the moving pieces of your financial affairs”

Deirdre Prescott, founder and president, Sandy Cove Advisors

Whether you are seeking traditional wealth advisory services or the support of a personal CFO, we provide a high-touch, customized set of services tailored to your unique needs. We take great pride in our fiduciary responsibilities and commitment to always do what’s best for our clients.


Wealth Advisory Service Offering


Learn more about how we work with individuals and families seeking support in the areas of financial planning, investment management, and cash flow analysis and income planning

Family Office Service Offering


Learn more about how we work with families, executives, and owners of closely held businesses organize and manage their financial life

Learn more about how we work with clients.