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
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.
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.
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.
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).
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 (3)
Bowofade Rashidat
Oct 17, 2021
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Mrs Peggy Abbott is a popular binary manager well recognize by so many traders, she is very legit and reliable she deserves a big recommendation because she has the strategy to grow your investment without fear nor be double minded, I referred her to you all today because of her good works toward my trading account, you can also reach out with her platform, contact her via Email: Peggyabbott239@gmail.com WhatsApp +1(475) 295-1383
Sodiq Oladele
Oct 14, 2021
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Knowing Mrs Peggy Abbott has been a blessing to Me, my family and friends, there's no disputing the fact that she is the best account manager ever. I just made another withdrawal few weeks ago, it was so great this is really an opportunity knowing you wow friends I can't be so selfish enough to enjoy this blessing alone you can always contact her… directly so she can help you too. She is ready to show you how you can trade and make profit, I'm a living testimony I invested $1000 and I got my profit today after 5 days trade I made a withdrawals of 16,600 as my profit in return wow I'm so
Patience Adoga
Oct 14, 2021
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I came across Mrs Brenda William when she appeared as a guest on a Forex Podcast in USA. I was listening to and was very impressed with her straight forward approach and the principles of her trading strategy. My heart then told me to invest a little amount of $1000 with her company as a trial. I was able to withdraw a profit of $13,200 after 7 days. Mrs Brenda William make this possible, do well and reach out to her for a secure investment too. WhatsApp: +1 (805) 491-5639. Email: brendawilliam784@gmail.com.
