South Coast Investment Advisors

south coast investment advisors specializes in wealth management for high-net worth individuals and their families. we serve as personal cfo to a select group of individuals, families, and businesses, helping them lead remarkable lives and leave lasting legacies. accumulating wealth throughout life takes persistence and focus. our process creates an experience that empowers our clients to make the right decisions with more successful outcomes. as personal financial advocates, we work in close partnership with each of our clients’ trusted advisors. with decades of experience in money management, tax planning, estate transfer, and portfolio protection, our coordinated approach develops an insightful, personal benchmark unique to each client. we use sophisticated financial planning software to organize each client’s financial information into one consolidated place. utilizing nobel prize winning science, we understand how each client feels about risk and design our plans to perfectly a