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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.

We have been seen in:

South Coast Planning Quoted in Yahoo Finance
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South Coast Planning Quoted in ThinkAdvisor
South Coast Planning Quoted in GoBankingRates
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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.

Chartered Financial Analyst
Chartered Alternative Investment Analyst
Fee Only Fiduciary

®

CPWA

Certified Financial Planner
XY Planning Network
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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.

Services

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.

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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.

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Want to see if we're a good fit?

During our complimentary, meet & greet, we’ll discuss your goals and how we can help you achieve them.

Our process

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.

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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