Investing is Personal Here

In a world of complex, often confusing investment choices, Southern Wealth Management has contracted with Osaic Investments, Inc. to provide help. Managing your financial affairs to comfortably meet your future needs may be one of the most challenging tasks of your lifetime. Achieving financial security will ultimately depend on your ability to balance your expectations with your capacity to undertake investment risks. In short, your future success will depend on your investment knowledge. Most people simply don’t have the time or the expertise. That’s where Osaic can help. Osaic’s experienced Financial Advisors bring their skills together with your investment objectives. They’ll help you develop a plan that matches your risk and reward expectations. With easy access to financial markets, you can utilize programs, asset allocation programs, individual securities such as stocks and bonds, mutual funds and tax advantaged investments to build your portfolio.

 
Check the background of this firm

Securities, investment advisory services, and insurance products are offered through Osaic Institutions, Inc., member FINRA SIPC and an SEC-registered investment advisor. Osaic and Southern Wealth Management are independent entities.

Investments in Securities, Annuities, and Insurance: Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through Osaic’s U.S. registered representatives. Osaic Institutions, Inc. U.S. registered representatives may conduct business with residents of the states for which they are properly registered only. Please note that not all of the investments and services mentioned are available in every state.

Help Center

  • Lost or Stolen Debit or ATM Card

    1.855.ASK.SBANK (1.855.275.7226)

  • Lost or Stolen Credit Card

    1.800.543.9000

  • 24 Hour Emergency Roadside Assistance

    Lock your keys in your car? Car won’t start? Call 1.833.278.1576. It’s free to use up to $80 in service charges. (For GOLD accounts with BaZing Only.)

  • Reorder Checks

    Click Here. Safe & Secure check ordering through Deluxe, our preferred check printer.

  • Customer Care Center

    1.855.ASK.SBANK (1.855.275.7226)
    Mon-Fri 8am-7pm Sat 9am-1pm Treasury Services Support availableMon-Fri 8am-5:30pm Closed Sun & federal holidays

Online Banking




Don’t have Online Banking? Sign Up