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UNLOCKING FINANCIAL WELL-BEING

three steps to success

Discovering Financial Wellness through Our Distinctive Three-Step Process: Understand our client, Engage the financial plan, Validate their financial goals.

UNDERSTAND

Our initial step is to effectively comprehend your situation
and goals.

ENGAGE

We activate your customized plan that is built from your financial status and goals.

VALIDATE

We work to attain agreed upon goals, and we continue the cycle as your life evolves.

Our Quality-Driven Income Strategy

WEALTHSOUTH INVESTMENT MANAGEMENT & TRUST

We protect and value your entrusted assets, ensuring distributions align with the trust’s goals and maintaining proper records, including tax filings.

EXPERIENCED ADVISORS

Over 600 Years of Combined Experience

AN ACCESSIBLE LOCAL TEAM

40 Specialists Who Consistently Consult With You

A LEADING KENTUCKY FIRM

$4.4 Billion Assets Under Advisement

LEGACY OF SUCCESS

Operating in the Bluegrass and Serving Clients Since 1909

WHAT WE DO

FINANCIAL PLANNING AND INVESTMENTS

Through our investment planning process, we incorporate cash flow needs, taxes, estate plans, risk tolerance, overall expenses, outside assets and any other considerations unique to a client’s needs.


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INSTITUTIONAL

We have a local, experienced team that delivers solutions through a team approach. Our Institutional Services gives clients an outstanding experience through a personalized approach. We are accessible and work directly with our clients through every step of your plan.
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TRUSTS

WealthSouth provides trust and investment management services to our clients, guiding them through every stage of life from building net worth to planning for retirement and the transfer of wealth. We display our fiduciary responsibility by putting our clients’ needs first.
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COMMERCIAL

WealthSouth Commercial Banking offers full-service capabilities including, Real Estate Lending for purchase or refinance (Owner Occupied and Non Owner Occupied), Construction Lending, Term Loans for Equipment Financing, and Revolving Lines of Credit.
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FOUR CORE PILLARS OF OUR INVESTMENT PHILOSOPHY

QUALITY

COST FOCUS

CONSISTENCY

VALUATION

Wealth Management Lexington Kentucky

WE ARE
WEALTHSOUTH

The WealthSouth team is committed to what we believe is most important – our clients, our local community and your success and well-being.

PERSONAL SERVICE

EXPERIENCED

TEAM APPROACH

ACCESSIBLE

LOCALLY-COMMITTED

Keeping You Informed On Market & Regulatory News

OUR INSIGHTS

Frequently asked questions and answers

FAQ

  1. CRAFTING CAPITAL MARKET ASSUMPTIONS.
  2. STRATEGIC AND TACTICAL PLANNING.
  3. A DEDICATED 13-MEMBER TEAM FOR ANNUAL CMA AND A 4-MEMBER TEAM FOR ONGOING STRATEGY.
  1. CRAFTING MARKET PREDICTIONS.
  2. A TEAM OF 7 EXPERIENCED ECONOMISTS.
  3. UTILIZING RESOURCES FROM NORTHERN, FEDERATED, DIMENSIONAL, FACTSET, AND INVESCO.
  1. WE OFFER UNBIASED INSTITUTIONAL SOLUTIONS WITH OPEN ARCHITECTURE.
  2. OUR INVESTMENT OPTIONS INCLUDE MUTUAL FUNDS, ETFS, AND SMA’S, FEATURING ACTIVE, PASSIVE, AND FACTOR STRATEGIES.
  3. WE UTILIZE TRUSTED TOOLS LIKE FI360 FUNDAMENTAL SCREENING AND MORNINGSTAR. WEALTHSOUTH INVESTMENT COMMITTEE TO MAKE INFORMED CHOICES.
  1. 2 ANALYSTS, 275 INDIVIDUAL STOCKS, AND IN-DEPTH BOTTOM-UP ANALYSIS.
  2. 21 ANALYSTS SPECIALIZING IN VARIOUS BONDS, INCLUDING GOVERNMENT, CORPORATE, AND INTERNATIONAL.
  3. EXPERTISE IN INTEREST RATES, CREDIT STRATEGY, AND SECURITY VALUATION.

The Wealth Plan is designed to be completely objective and unbiased.

Our Wealth Plans are web-based, giving clients immediate and up-to-date access to their financial plans and analytical tools.

We analyze our clients’ financial data, including cash flow, debt, family dynamics, and charitable giving, allowing them to visualize their future financial condition based on income, spending, and asset growth.

This process leads to the synthesis of the client’s strategic portfolio allocation and investment policy with respect to portfolio management; a review of the client’s risk management; a banking and lending review; and a review of estate planning and trust needs.

From a client’s perspective, the process brings clarity that their financial goals are on target for success, leading to a higher degree of contentment and peace of mind.

This process synthesizes the client’s portfolio strategy and investment policy, reviews risk management, banking and lending, and assesses estate planning and trust requirements.