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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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Mewbourne Oil Company
Mewbourne's total drilling budget for 2023 is estimated at $3B or about 350 wells. A portion of these funds ($175M - $200M) will be raised through the annual limited partnership. The 23-A Program is anticipated to fully subscribe by July 1st.
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Mewbourne Oil Company

South Coast Investment Advisors has been partnering with Mewbourne Oil Company for more than a decade through their annual drilling program limited partnerships. As the 3rd largest private producer of oil and natural gas in the United States, Mewbourne offers institutional access to the energy space. The company currently operates more than 3,000 wells in…
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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