South Coast Wealth Management

South Coast Wealth Management is a registered investment management firm based in Irvine, California. The company employs five individuals and generates approximately $2.5 million in annual revenue. South Coast Wealth Management offers a comprehensive wealth management approach known as "Wealth Management 2.0." This model combines "Investment Management 2.0" with a personalized "Lifestyle Blueprint" tailored to each client's unique needs. Their services include portfolio construction, risk management, and incorporating alternative asset classes to potentially enhance returns while reducing overall portfolio volatility. The company distinguishes itself through its "Upside Participation and Downside Protection" philosophy, developed to address the challenges of high market volatility. South Coast Wealth Management believes traditional investment strategies often lack sufficient downside protection, leading to potential losses during market downturns. They strive to mitigate this risk by implementing comprehensive asset allocation techniques and utilizing investment products designed to lower volatility. Clients can contact South Coast Wealth Management through their website, southcoastwealthmanagement.com. Additionally, the firm is affiliated with National Securities Corporation (NSC), a registered broker-dealer and member FINRA/SIPC.