Sandy Cove Advisors, Llc
Sandy Cove Advisors is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. The firm’s personalized, disciplined process helps clients achieve financial peace of mind in an increasingly complex world. Whether planning for retirement, navigating a major life transition, or creating a financial roadmap, you can trust our experienced team to help make sound decisions that impact you and those you care about, so you can enjoy today while feeling confident about tomorrow. Our services include: Wealth Management Asset Allocation & Investments Financial Planning Investment Advisory Personal CFO Services Estate, Retirement & Tax Planning Family Office Services For more information, please visit
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Verified contacts
7
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
49
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MA
Mathias A. Earl Loft
Investment Operations Analyst · Operations
EmailPhone - PM
Patti Murray
Client Services Associate · Customer/Client Service
EmailPhone - DP
Deirdre Prescott
President · General Business & Management
EmailPhone - KS
Kate Saltonstall
Chief Investment Officer · Finance & Accounting
EmailPhone - DH
Diana Hanke
Client Service Associate · Customer/Client Service
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Sandy Cove Advisors, Llc
6 distinct titles indexed · top 6 shown.
- 2client advisor
- 1chief investment officer
- 1client service associate
- 1client services associate
- 1investment operations analyst
- 1president
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