Helping you plan confidently for the future

You’re not a number to us — you’re someone with unique needs who deserves the personalized support of a team dedicated to your success. Southern Wealth Management services help you protect your assets, prepare for retirement, and create an estate plan, all with guidance from a local team that has your best interests at heart.

Personalized Planning From Experts in Your Community.

At a time when working with an advisor feels increasingly transactional, Southern Wealth Management remains true to our homegrown roots, helping people with any amount of assets establish an estate plan.

Southern Wealth Management is committed to building relationships with our customers so we can advise you with confidence. By understanding your specific background, we help you align your investment portfolio with your goals and works towards a financially secure future for the next generations of your family. Southern Wealth Management knows your needs change — but that’s when our relationship-driven expertise really shines. Because our team is already familiar with your situation, we can provide personalized solutions and services that ensure your success in the years to come.

Your Future Deserves More Than a Formula.

Every financial journey is unique, and everyone’s approach to money management is different. Our dynamic range of solutions lets you manage your assets in the way that fits your needs.

And, of course, we’re on hand to help you through the process. Southern Wealth Management starts by listening. We want to understand your situation, your vision, and your questions. Our local team will then provide a personalized roadmap for achieving your goals, and will support you each step of the way.

Investment management

Overwhelmed by the thought of navigating dividends, risk management, and estate planning? No matter your financial acumen, you deserve to feel confident about your future. Our seasoned investment professionals will walk you through each aspect of your portfolio — or will build one from the ground up — ensuring your assets are strategically positioned.

Retirement planning

IRAs, 401(k)s, Social Security — there’s a lot that goes into preparing for your golden years. Whether you’re actively contributing to a retirement account or have no idea where to start, our team will design a strategy that suits your budget and your family, and we will always be available to guide you if anything changes.

Estate planning

Protecting your legacy is a deeply personal and complex process. From ensuring your loved ones inherit your assets to business continuity planning, there’s a lot to organize before estate documents can be drafted. Southern Wealth Management streamlines the process, ensuring everything is in place for when you meet with your attorney.

Advice With Integrity. Strategy With Vision.

With Southern Wealth Management it isn’t a service — it’s a relationship built on trust, empathy, and long-term thinking.

Markets shift, unexpected life events happen, and your goals evolve. When it comes to managing your assets, preparing for retirement, and securing your estate, your strategy should be agile. Change can be unexpected, but Southern Wealth Management experienced advisors are right down the street at your local branch, anticipating these needs and ready to help you maintain financial security.

From Where You Are to Where You Want to Be.

Southern Wealth Management experienced wealth advisors are here to listen to your goals and create a custom roadmap for your financial future. Contact your local Southern Wealth Management team online or visit your nearest branch to get started.

Osaic lnstitutions Disclosure

Securities, investment advisory services, and insurance products are offered through Osaic Institutions, Inc., member FINRA SIPC and an SEC-registered investment advisor. Osaic listitutions 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 listitutions 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.