Confidence in your financial future
Whether you’re in or near retirement, just setting out on your own, or building your career, we create your financial plan and investment strategy that provides clarity, focus & confidence.
We are an Independent, Fee-Only, Fiduciary, financial planner & investment advisor.
Why South Coast Planning & Wealth Management?
Fiduciary
As a fiduciary, we put our client’s interests first. Our concern is what's best for you.
Personalized
Success looks different for everyone, so we work with you to help you achieve your specific goals.
Experience
Less than 5% of advisors hold both the CFA® and the CFP® designations.
Independent
We're not tied down to any products, so there's no conflict of interest when helping you make decisions about your money.
Transparent
We charge a transparent fee, clearly communicated upfront.
Empathetic
Apart from our credentials and experience, we genuinely want to help you achieve your life goals. For us, it’s all about you.
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CPWA
Stop worrying. Start Planning.
Get straightforward & actionable advice, no matter the question.
Will I be able to maintain my lifestyle in retirement?
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Could my investments be performing better?
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How much do I need to save every month to reach my goals?
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How can I get on track for college savings for my children?
We provide a variety of financial planning and wealth management services, from life planning to investment management and everything in between.
Google reviews are from current & past clients. No one was compensated for their review.
You don’t have to figure out your finances alone
As a Certified Financial Planner®, Chartered Financial Analyst®, Certified Private Wealth Advisor®, and Chartered Alternative Investment Analyst®, South Coast Planning & Wealth has the experience to navigate your life's investing and financial planning journey.
Managing your own finances can be confusing, intimidating, and overwhelming—After all, how do you know you’re making the best decisions for your financial health & future? Who can you trust to provide reliable, evidence-based advice?
That’s why it’s important to have someone on your side who has the expertise to help you make smart financial decisions–without overcomplicating things.
Our process
1.
A complimentary meet & greet
First, we’ll get to know you–your goals, your life, your priorities. This meeting provides a sense of what it feels like to work together.
2.
Implement your financial plan & life plan
Next, we'll create and implement a personalized financial plan that's right for you based on your needs, life goals, and risk tolerance.
3.
On going partnership & support
We partner with you every step of the way and keep you informed with periodic meetings. You’ll have the information and support you need to make confident financial decisions.
About us
South Coast Planning & Wealth Management is a fee only, fiduciary, Registered Investment Advisor located in Massachusetts serving clients in Massachusetts, Rhode Island, and around the country.
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Founded by Daniel Pinheiro (CFA®, CFP®, CAIA, CPWA®), after gaining a broad range of experience working for high-quality investment management & financial planning firms.