Deirdre prides herself on being a collaborative problem solver. She has always been good with numbers and is genuinely inspired to help people. Combined with her skills as a good listener and a strong sense of intuition, Deirdre is able to guide clients through the complexities of their financial affairs acting as a sounding board, confidant, trusted advisor and friend.
Early on in her career, Deirdre found her niche in wealth management as a way to combine her strengths, passions, and desire to empower others in the management of their financial affairs. Given Deirdre's skill sets and personal experiences, she is uniquely positioned to guide clients through complex situations and decisions acting as a sounding board, confidant, advisor and friend.
Early on in her career, Deirdre found her niche in wealth management as a way to combine her strengths, passions, and desire to empower others in the management of their financial affairs. Given Deirdre's skill sets and personal experiences, she is uniquely positioned to guide clients through complex situations and decisions acting as a sounding board, confidant, advisor and friend.
Services
How We Help
Report
Sandy Cove Advisors was founded in response to a growing need for a fully comprehensive financial services firm in this market. We deliver financial advisory solutions adhering to "best practices" employed by the team over the course of their collective experience at leading wealth management organizations.
Who We Serve
Report
Our client relationships are varied. They include individuals, families, and closely held businesses, all with unique needs. Whether the client is an individual transitioning through a divorce, a firm with successful executives in need of financial support and guidance, we provide a highly personalized and customized set of solutions.
Investments
Report
Our process begins with a thorough review of a clients goals, objectives and risk tolerance. As a planning based firm, we spend a lot of time and effort getting to know our clients and getting their asset allocation right. We employ a strategic long-term asset allocation framework across a multitude of asset classes, capitalization's and styles that should provide solid investment returns over multiple market cycles.
Financial Planning
Report
We begin with the same process as the Financial Planning Checkup, but then incorporate a thorough review of investments, estate plan, insurance policies, retirement plans, tax planning, etc. We collect the pertinent data from the client, conduct personal interviews with them and present selected report(s).
Divorce Planning
Report
As experienced Certified Divorce Financial Analyst(R) practitioners (CDFA(R)), we work alongside you and your divorce attorney to provide invaluable analysis that shows the financial effect of any given divorce settlement. Our goal is to help you and your attorney confidently achieve the best possible outcome for future financial security.
Reviews
Be the first to review Sandy Cove Advisors.
Write a Review
