LOCALLY-COMMITTED
An intricate understanding and vested interest in the communities where we live and work.
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. We strive to deliver financial service at its essence: having strong relationships and understanding our customers, being accessible and responsive, and utilizing our experience and knowledge to deliver customized, effective solutions.
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.
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.
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.
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.