South Coast Planning & Wealth Management LLC

Whether you’re in or near retirement, just setting out on your own, or building your career, we help people utilize their assets to enjoy life today while also planning for tomorrow.  Our focus is helping the people we serve reach a greater level of confidence and peace of mind.  We provide fee-only, fiduciary advice, investment management, and financial planning.  We are based in Massachusetts and work with local clients or virtually with clients across the country.  
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Advisors at this Office

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This Office

2 Bank St, Unit 11 Fall River, MA 02720 Phone: +1 (508) 290-0411

Primary Office

2 Bank St, Unit 11 Fall River, MA 02720 Phone: +1 (508) 290-0411