Founder, President, and Chief Wealth Strategist Sandy Cove Advisors
37 Derby St. Suite 5, Hingham
What kind of clients do you serve?
Sandy Cove was founded 10 years ago, after recognizing the South Shore was missing a firm with a highly personalized approach to delivering financial advice. We have many types of clients but two distinct niches would be high earners with complex planning needs and women who are recently divorced or widowed who desire assistance with developing and implementing a financial plan for the future.
What do you love most about your job?
Every day we help people achieve confidence and peace of mind in navigating their financial affairs. We take a unique approach to the role we play in our clients lives and are honored by the trust they place in us. The vast complexities we see provides the opportunity to consistently learn something new.
What is the Sandy Cove Cares initiative?
We are big proponents of philanthropy, and charity begins at home. Through Sandy Cove’s donor-advised fund our firm supports many local charitable organizations along with our client’s favorite charities. We strongly encourage our clients to include philanthropy as part of their overall financial plan.
If you could give readers one piece of financial planning advice what would it be?
The foundation of fiscal responsibility is insight into your own personal finances. Ask questions, and insist on answers in a language you understand. If your advisor isn’t speaking your language, they may not be the right fit for you.