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Wealth Management Services

Financial planning, retirement, estate planning, and investments — it can all be so overwhelming. We will help you define your goals for the future and gain a confident understanding of the available investment tools to make them a reality.

Our experienced and approachable financial advisors will work with you to create a plan that matches your expectations, taking the intimidation out of the financial planning process.

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Southern Bank wealth management professional helping investor

  • Financial Planning

    Our advisors will help you create a custom roadmap for your financial journey that aligns with your wealth goals, retirement plan, legacy plan, etc.

  • Retirement Planning

    Will your retirement fund the lifestyle you envision? We’ll help you assess your current strategy and work with you to make appropriate adjustments for future security.

  • Estate Planning

    Although estate documents must be drafted by an attorney, we can help guide you regarding all the necessary considerations and ideal action steps. We also help business owners ensure a proper business continuity plan is in place.

Investment Management

Time to assess and update your current portfolio? Our wealth management experts can help ensure your portfolio is properly positioned for your goals and then leverage our solutions to optimize your plan. 

Risk Management

The future is coming, whether we like it or not. So, the right insurance policies are vital. Our team can help you get the right policies in place for your age and life stage, and we can discuss whether long-term care planning makes sense for you.

Let's talk.

Please give us a call at 1.855.275.7226 or fill out the form below, and we’ll be in touch soon to answer your questions and determine the right solutions for you.

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.

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