Sandy Cove Advisors, LLC

Overview

Sandy Cove Advisors is a multi-family office founded in 2009 that advises individuals and families on investments and investment strategy, estate and succession planning, philanthropic and charitable planning, income tax, stock option exercises, insurance, cash flow and debt management, bill paying, and elder care. The firm is registered with the SEC as an investment adviser and reported $684.9M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pension plans.

Services

• Financial planning
• Portfolio management
• Selection of other advisers
• Estate and succession planning
• Philanthropic and charitable planning
• Income tax advice
• Stock option exercise advice
• Insurance advice

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Selecting other advisers
• Other

Location

See more firms in Massachusetts.

Sources and last checked

• Sandy Cove Advisors, LLC website, sandycoveadvisors.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 152482), filed 03/23/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.