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A boutique financial advisory firm delivering a full spectrum of wealth management services, with a focus on investments, financial planning, and family office solutions.


At Sandy Cove, we work with you on a confidential basis to:

  • Tailor personal, thoughtful solutions that align with your unique needs and goals
  • Bring simplicity to the complexities of your particular situation
  • Invest strategically for you and your family's future



    • Our team's collective experience in investments, taxation, and estate planning deliver customized solutions that help you:

  • Feel fully knowledgeable about all aspects of your financial life
  • Make sound decisions that impact you and your loved ones
  • Enjoy today with peace of mind, while feeling confident about tomorrow