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, our job is to make decisions that are in your best interest.
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
As an independent firm, we're not tied down to any products, reducing conflicts of interest when helping you make decisions.
Transparent
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.
Google reviews are from current & past clients. No one was compensated for their review.
Stop worrying. Start Planning.
Get straightforward & actionable advice, no matter the question.
How do I turn my nest egg into a paycheck?
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Are my investments suitable for my situation / retirement?
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How much should I save to acheive my goals?
We provide a variety of financial planning and wealth management services:
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Providing confidence and clarity so you can spend time doing the things that are most important to you.
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 finances can be confusing, intimidating, and overwhelming—are you certain you’re making the best decisions for your financial health & future? Who can you trust to provide reliable, evidence-based advice?
Don't leave your finances to chance. 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 challenges, your goals and priorities. This meeting provides a sense of how we can work together.
2.
Implement your financial plan & investments
Next, we'll create and implement a personalized financial plan that achieves your goals without stress, and empowers your investment decisions.
3.
On going partnership & support
We partner with you every step of the way and keep you informed. You’ll have the guidance and support to make confident and smart 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.
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