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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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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

COVID-19 Apartment Rent Relief
Adam Larson, CFO, Cottonwood Communities will be providing an in-depth look at why some apartment owners have fared better than others through the COVID-19 crisis.
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COVID-19 Market Update – Past the Peak
City National Rochdale Portfolio Manager, Russ Martin, will be joining us to provide market commentary on leaving the lockdown and the path to recovery.
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South Coast Summit 2020
Orange County's premier wealth management conference showcasing established strategies to build and keep wealth.
More Info

COVID-19 Apartment Rent Relief

Adam Larson, CFO, Cottonwood Communities will be providing an in-depth look at why some apartment owners have fared better than others through the COVID-19 crisis.
MORE INFO

COVID-19 Market Update – Past the Peak

City National Rochdale Portfolio Manager, Russ Martin, will be joining us to provide market commentary on leaving the lockdown and the path to recovery.
MORE INFO

South Coast Summit 2020

Orange County's premier wealth management conference showcasing established strategies to build and keep wealth.
MORE INFO
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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