At Southern Wealth we understand the importance of taking a holistic approach to financial planning and wealth management. Many people have multiple advisors that focus on one specific area of expertise. This approach can leave efficiency on the table that shows up in many forms. We specialize in helping our clients optimize their financial resources.

We find that most advisors in the financial services industry are well intentioned and operate exclusively in one of these areas:

• Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return".
• Insurance Agents - These advisors tend to view insurance as the solution to every problem.
• Fee Based Planners - These advisors often focus their entire business model around charging fees for plans without helping clients to implement them.
• Tax or Estate Advisors - These advisors do an excellent job of helping solve the issue they are asked to solve. Many times, they are limited to the information they have been provided and are in a reactive position.

We simplify your life and improve your plan efficiency by coordinating all these areas to create a personalized financial plan. We guide the implementation of investing, insurance, and tax mitigation strategies, preparing clients and their families for a lifetime of wealth management decisions. Putting our clients' best interests at the center of everything we do and our holistic approach to integrating all aspects of our clients’ financial life is what sets us apart.