South Coast Planning & Wealth Management

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2 Bank St Unit 11 Ste 108
Fall River, MA 02720
+1 (508) 290-0411
http://www.southcoastplanning.com

South Coast Planning & Wealth Management, located in Fall River, MA, is a fee-only fiduciary Registered Investment Advisor committed to helping clients achieve their financial goals through personalized planning and investment strategies. Founded by Daniel Pinheiro, who holds multiple prestigious financial designations, the firm emphasizes transparency, independence, and empathetic guidance in managing finances.

With a focus on comprehensive financial planning, investment management, and ongoing support, South Coast Planning aims to empower clients at various life stages—whether they're nearing retirement or just starting their careers. The firm strives to provide clear, actionable advice that reduces complexity and fosters confidence in financial decision-making.

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