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South Coast Realty Investment
South Coast Investment Advisors is a boutique wealth management firm based in Fairhaven, MA, specializing in guiding high-net-worth individuals and families through their financial decision-making process. The firm positions itself as a personal CFO for its clients, offering tailored strategies for money management, tax planning, estate transfer, and portfolio protection.
Recognized for its excellence, co-founder Chris Vizzi has been honored with titles such as Advisor of the Year and a spot in InvestmentNews' 40 Under 40. The firm's innovative tools, like The Vault and Riskalyze, ensure clients have a clear understanding of their financial landscape while accurately assessing their risk tolerances for optimal investment management. Generated from the website