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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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Dan Pinheiro, CAIA, CFA, CFP®, CPWA®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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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
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