A complete list of active advisors currently associated with Sandy Cove Advisors, LLC
Warmer can help you find a great advisor at Sandy Cove Advisors, LLC or one who fits your needs even better.
Sandy Cove Advisors serves individuals (including high‑net‑worth clients), family offices, trusts, estates, charitable organizations, and business entities, managing roughly $685 million for about 275 clients with a four‑advisor team. The firm offers comprehensive wealth management that includes discretionary and non‑discretionary portfolio management, financial planning and consulting, consolidated reporting, selection of third‑party money managers, and family office support. Investment recommendations are anchored in client‑specific Investment Policy Statements and may follow customized portfolios or firm model portfolios, with ongoing monitoring and rebalancing informed by quantitative screening, fundamental analysis, and direct indexing. The firm also employs margin transactions (borrowing) in separately managed accounts as part of its toolbox and routinely uses third‑party sub‑advisors and model portfolios, practices it discloses as part of its investment approach. Distinctive operational features include concierge family office and wealth‑planning services for ultra‑high‑net‑worth clients and administrative services such as bill pay, vaulting, and consolidated reporting, which the firm highlights as part of its service mix. Sandy Cove discloses practices that can create limited custody — for example, standing letters of authorization, third‑party wire authority, and possession of client log‑in credentials — and notes corresponding controls, oversight and annual surprise examinations, as well as its use of integrated client‑portal technology and custodian platform services.
To learn more about the advisors currently working at Sandy Cove Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hingham, MA
| 9
| |
Hingham, MA
| 13
| |
Hingham, MA
| 17
| |
Hingham, MA
| 11
|
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