South Coast Planning & Wealth Management LLC
5.0
Fee-only, fiduciary financial planner & investment advisor serving Massachusetts, Rhode Island, and nationwide clients.
About
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®), the firm provides personalized financial planning, investment management, risk management, retirement planning, estate planning, and cash flow & budgeting services. Th
e company emphasizes fiduciary duty, personalized goals, experience, independence, transparency, and empathy.
Services
Comprehensive Financial Planning
Create a financial plan that supports your lifestyle and provides an actionable strategy for achieving your goals.
Investment Management
Offer evidence-based, diversified, low-cost investment strategies tailored to your goals, risk tolerance, time horizon, and tax considerations.
Risk Management
Identify potential vulnerabilities, optimize plans, and protect you and your family.
Estate Planning
Guide you through building a meaningful and enduring legacy, whether donating assets or passing them down to family.
Cash Flow & Budgeting
Help you understand budgets, avoid debt, save for a house, or plan for retirement.
Credentials & Certifications
Reviews
