Private Wealth Guidance for High-Net-Worth Retirement Planning
Thoughtful, Local Guidance for Individuals Nearing or Living in Retirement
We work with affluent individuals and families approaching or living in retirement, providing disciplined investment management, tax-aware planning, and long-term strategies designed to preserve and optimize your wealth.
Is This Right for You?
Our clients typically:
- Are approaching retirement or already retired
- Have $750,000 to $5M+ in investable assets
- Want a long-term financial strategy, not short-term advice
- Prefer working with a local, relationship-focused firm
If this reflects your current situation, this page was built with you in mind.
Our Approach to Private Wealth Management
At Southcoast Financial Group, we focus on helping you make informed financial decisions during one of the most important transitions of your life. Our approach is built on three core pillars:
Comfort
A thoughtful financial strategy designed to help you feel secure about your future and the decisions surrounding your wealth
Confidence
A disciplined investment approach built to navigate changing markets while staying focused on long-term goals
Control
A clear, structured plan helps you stay informed, organized, and in command of the financial decisions that shape your retirement and legacy
Nick Daddona
President | Senior Wealth Advisor
Nick Daddona is the President and Senior Wealth Advisor at Southcoast Financial Group. He began his career in the financial services industry as a registered representative with a national firm, where he developed a strong foundation in investment management and retirement planning. He later established Southcoast Financial Group to provide a more personalized and strategic approach to wealth management. The firm focuses on retirement planning, income strategies, and asset preservation, serving individuals and families seeking long-term financial clarity and stability.
Nick and his team take a comprehensive approach to financial planning, helping clients align their financial decisions with their broader objectives through disciplined investment management and thoughtful, long-term strategies.
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