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Personal CFO

We provide dedicated guidance through all of your financial decision making.

South Coast uses a defined process to address each client’s full range of needs. As Personal CFOs, we go beyond just investment advice to solve for all of the challenges that our clients face, including: mitigating taxes, transferring assets to heirs, protecting wealth, charitable giving and community philanthropy. Providing expert guidance in all financial areas is crucial to long-term financial health.

We look beyond your finances to gain a deep understanding of what’s most important to you. Our process provides clarity on where you are today, where you would like to be in the future, and what course of action is needed to get there.

We’re Relationship Ambassadors that work together on your behalf as your Personal Financial Advocates. Our team is a deep bench of specialized experts that includes CPAs, real estate and mortgage brokers, estate planning attorneys, business consultants, risk managers, insurance agents and long-term care specialists.

Your legacy depends on you making smart financial decisions. For those who do make it, some will have luck, but most will have a strategy. They will save, invest, grow and protect, working with advisors who help guide their way. Wherever you are now, we can help you get to where you want to be. The road between here and there is short, for those who know the way.

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