Deeply Rooted in Family Values
Family is everything. That’s what new clients often say when we first sit down together. There’s a deep desire to provide for the people they love and preserve family wealth for generations to come. However, life gets busy, and financial planning may not always take center stage.
Whether you’re approaching retirement, considering transitioning a family business, or planning a tax-efficient estate for heirs, we’re here to help. Financial planning should never feel rushed or take a back seat. We offer a better way.
A Distinctly Different Experience
At Southern Wealth, we’re built on trust, not transactions. We take the time to listen and get to know you, your family, and what’s most important to you. Then we develop a precise, tax-efficient strategy tailored to help achieve your goals and optimize your wealth. Our approach is rooted in Southern hospitality: we care for your family as if it were our own, do what we say, and go the extra mile. It’s that simple.
Absolutely Personal
Financial planning is more than just numbers. To us, it’s about building unshakeable relationships. We provide a complete and accurate picture of your financial health, work to help you achieve more than you ever thought possible, and partner with you every step of the way. At Southern Wealth, we believe in taking the time to get things right. After all, some things just can’t be rushed.
It’s not just our name; it’s the way we do business.
Welcome to Southern Wealth.
An award-winning team
Ben Gantt, Southern Wealth Founder and Private Wealth Advisor, has been named by Forbes as one of the top wealth advisors and financial security professionals in Florida.
We’re in this to have a positive impact in our clients' lives, not the awards. But it’s great to be recognized for the work we do. We get great satisfaction helping you achieve your financial goals and dreams.
Contact UsForbes "Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/24. Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-in-State Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
The Southern Wealth Advantage
When it comes to your financial future, you deserve a team with the experience, knowledge, and stability to get things right. At Southern Wealth, we bring deep expertise and a steadfast commitment to guiding you with confidence.
167 year old industry leader
We are backed by the formidable strength of Northwestern Mutual, a Fortune 500 company1 that has earned the highest financial strength ratings awarded to life insurers from all four major rating agencies2.
6 professional designations
Our team members possess some of the top designations in the industry: CFP®, ChFC®, RICP®,CLU®, CASL®, QPFC.
161 years combined experience
To best serve our clients’ needs, we have curated a talented team of professionals. We care for our clients, always serve with integrity and are committed to act with your best interests in mind.
Ranking as of June 2024.
Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 8/24 (Moody's Ratings), 10/24 (A.M. Best Company), 1/25 (Fitch Ratings) and 4/24 (S&P Global Ratings). Ratings are subject to change.
A Financial Partnership That Goes Beyond Your Portfolio
Our full spectrum approach to private wealth management will help you and your family enjoy your wealth today and create a financial legacy for years to come. With our exclusive access to Northwestern Mutual products, solutions, and planning expertise, we can help create tax-efficient intergenerational wealth.