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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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The Future of eCommerce
Online shopping experienced explosive growth in 2020 with industrial warehouses in high demand. Black Creek Industrial REIT IV is a pure play industrial real estate portfolio that offers investors access to industrial real estate primarily in the form of high-quality distribution warehouses.
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The Future of eCommerce

Online shopping experienced explosive growth in 2020 with industrial warehouses in high demand. Black Creek Industrial REIT IV is a pure play industrial real estate portfolio that offers investors access to industrial real estate primarily in the form of high-quality distribution warehouses.
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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