Wealth South | Trust Services
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Trust Services

WealthSouth provides trust and investment management services, guiding clients through every stage of life. Trusts provide solutions to the complexities associated with wealth accumulation, preservation and transfer.

 

We focus on your best interests by providing customized services in a dedicated manner. Your personalized experience begins by meeting our team of trust specialists, wealth management experts and investment managers, all of whom have extensive experience in their fields of expertise. Our mission is to learn and understand your financial objectives and how you envision the trust functioning to serve its beneficiaries. We regularly review these objectives with you and your advisors so that your plan and goals remain current in the event of changes in your life.

 

Since 1909, WealthSouth has served many generations of clients. We are accessible, meaning we are here when you need us. We offer advice and guidance. Our local approach and commitment allows us to provide you with Concierge Financial Service.

TRUST SERVICES:

An Array Of Beneficial Options
  • Trust Accounts – providing a perpetual service as Trustee for Revocable Living Trusts, Testamentary Trusts, Irrevocable Trusts and Charitable Trusts
  • Investment Management Accounts – we manage your investments to meet clients’ short– and long-term goals
  • IRA accounts – Traditional, ROTH, SEP
  • Estate Administrative Services – we can serve as Executor and provide an impartial role

TRUST SERVICES:

Trust Services Solutions
  • Safeguarding and valuing assets you place in trust
  • Understanding risk tolerance and developing an asset allocation plan
  • Evaluating and making distributions (mandatory or discretionary) in line with the trust’s purpose and goals
  • Maintaining the trust’s records
  • Preparing and filing the trust’s tax returns