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A personalized approach to
Wealth Management
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South Coast Investment Advisors

South Coast Investment Advisors is a boutique wealth management firm for high-net worth individuals and their families. Our clients view us as Personal CFOs, helping guide them through all of their financial decision making.

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40 Under 40

Chris Vizzi Named To InvestmentNews 40 Under 40

InvestmentNews has recognized Co-founder and Partner, Chris Vizzi, as a 40 Under 40 Honoree for 2020. Mr. Vizzi was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives...

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We help our clients navigate

The risks and rewards of wealth

As Relationship Ambassadors, we work in close partnership with each of our clients’ trusted advisors as their Personal Financial Advocate. 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.

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Upcoming Events

South Coast Summit 2024
Join us for several fireside chats and panels with leading economists, investment managers, and faculty discussing best ideas and strategies to maneuver the year ahead. Summit 2024 will be one of the most important events we host all year, as we navigate through heightened geopolitical risk, elevated interest rates, and a contentious political environment.
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South Coast Summit 2024

The insights gathered by South Coast Investment Advisors have helped guide investors through a complex and shifting economic landscape over the last 15 years. We are excited to announce our 16th Annual Economic Summit being hosted at Park Club Costa Mesa, Thursday, April 18th. South Coast will also be celebrating 15 years in business with…
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Organize your life with

The Vault

Your own Personal Family Wealth Website. Now you can see everything you own all in one place. A private, secure location where your data is consolidated into one clear picture of you.

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Become a fearless investor

Using Riskalyze

Utilizing Nobel Prize winning science, we design our plans to align within a comfortable bandwidth of risk perfectly calibrated for each client.

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