Trust Services
Concierge Financial Services.
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. WealthSouth is not affiliated with any larger organization nor do we receive compensation from any investment product company. Therefore, we are able to provide the very best, most prudent investments for our clients.
The best part of our service is that we are local and custom – and we are committed to providing outstanding service in a personalized and accessible manner. For instance, we pay bills for many clients and coordinate with families when the client is elderly. When we meet with our clients, we ensure they have a good estate plan in place and offer suggestions of improvements to make. We also help with tax planning and coordinate with the client’s accountant. When children inherit money, we guide them through their decisions and provide advice to help them preserve their assets.
Trust Services includes investment management accounts, trust accounts (Serving as Trustee for Revocable Living Trusts, Testamentary Trusts, Irrevocable Trusts and Charitable Trusts), IRA accounts, and estates.
Not only can we help our clients prepare for the distribution of their wealth, we can also be a part of it by acting as Executor.
Key Customer-Facing Details about WealthSouth Trust Services
We are local and locally-minded. With our team approach, we ensure you know several people in the office so you feel comfortable. We are also able to come to your home or office to meet. We first want to learn about your needs and goals to prepare a custom plan for your investments. We get to know families and provide advice to children and grandchildren. Many generations of our clients continue to conduct business with WealthSouth Trust Services because of our local approach, outstanding customer service, fiduciary focus, and reasonable fees.
Any differentiators/strengths you would like to highlight
With our locally-minded, team approach is much easier to communicate with us. Many of us know the customers so there is always someone to talk to and understands your situation. It is a very personalized service. Because we are smaller, we are able to process requests more promptly and with less hassle.
Concierge Financial Services.
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