Southern Wealth Management

About Us



At the upper echelon of planning, everything is interconnected. When you face a decision in one area, there’s an inherent ripple effect in neighboring disciplines. With the ability to contemplate Seven Core Disciplines under one roof, you can see the complete breadth of impact and opportunity embedded in your choices.

Meanwhile, behind the scenes, multiple advisory minds are ready to interact on your behalf, walking common hallways and convening at a moment’s notice. This cross-pollination of intellectual capital and relational capital stimulates creativity and innovation. New thinking increases the quality and diversity of your choices.



In capitalism, durability is about helping to ensure your buying decisions stand the test of time. For families of wealth and their companies, planning done prudently requires equal attention post-execution as it does in the idea stage. Our model treats planning as a living system, providing hypervigilant management over the lifetime of the strategies and vehicles.

Internally, our teams conduct frequent cross-disciplinary brainstorming sessions on your behalf. Our impetus for these is proactive, not reactive. As such, these sessions reveal opportunities that can only come to bear via a model of contiguous thinking.



We find that many families, before they begin working with us, aren’t aware of the impact of fees and expenses on the performance of financial vehicles.

Free-market Access means we provide clear, forthright explanations regarding what you’re actually paying for and why. It underpins our core value of putting clients’ wealth to its highest and best use. When we remove unnecessary layers of fees and expenses, more of your hard-earned wealth flows into the durability and performance of your purchases.