South Coast Planning & Wealth Management LLC of Swansea

South Coast Planning & Wealth Management LLC of Swansea is a Financial Planner in Swansea, MA. The firm provides personalized financial and retirement planning services to clients in Massachusetts, Rhode Island, and around the country. It operates as an independent, fee-only, fiduciary registered investment advisor. The business holds a 5.00 rating based on customer reviews. Founder Daniel Pinheiro leads the practice with more than 20 years of investment and financial planning experience working with individuals, institutions, endowments, and foundations. His credentials include the CFA®, CFP®, CAIA®, and CPWA® designations. The firm focuses on providing quality financial planning and investment management regardless of income or asset levels. The advisory team offers comprehensive financial planning, investment management, risk management, retirement planning, estate planning, and cash flow and budgeting services. As a fiduciary, the firm makes decisions in the client's best interest. Being independent allows the firm to avoid ties to specific products, reducing conflicts of interest. Fees are transparent and clearly communicated upfront. Daniel Pinheiro is a member of the National Association of Personal Financial Advisors, the XY Planning Network, and is associated with the Fee Only Network. The business maintains a 5.00 rating from its customers. This positive rating reflects the trust clients place in the firm’s evidence-based advice and personalized approach. The high rating underscores the firm's reputation for helping clients achieve their specific financial goals. South Coast Planning & Wealth Management LLC of Swansea combines decades of experience with a fiduciary commitment to help residents of Swansea and the surrounding region navigate their financial futures with confidence.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, which ensures the website clearly answers customer questions and describes its pages in a way that AI assistants can quote directly. The Technical score reached 90 out of 100, confirming the site is secure and structured so search engines can read it without errors. The firm ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Swansea.