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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

A Shifting Economic Landscape
Leaders across financial disciplines will host an array of talks tailored to the specific needs of investors and their families as they maneuver through a complex world of politics, investing, taxes, and legacy during the years leading up to and into retirement.
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A Shifting Economic Landscape

Wednesday, January 26th, 3-6 pm, Orange County’s premier wealth management conference is back in person. South Coast is excited to introduce several new partners and guest speakers for this live event. Seating is limited and available to South Coast clients and their guests. The event will also be streaming online and available to the general public…
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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Smart Strategies
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