Wealth South | Concierge Financial Services
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We Are WealthSouth.

PERSONAL SERVICE

​Relationship-focused. We are dedicated to what is most important – you.

EXPERIENCED

A deep, local roster of specialists with knowledge and know-how.

TEAM APPROACH

Holistic solutions that come from a group of our professionals.

ACCESSIBLE

Local, approachable and responsive. A welcoming culture for our clients.

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.