(704) 236-6615 scott@southernwa.com

Why Southern Wealth Adviors?

We know you have choices when it comes to what team you work with. We believe the following are key reasons why clients choose to work with us.

  1. We put Clients First - Our Goals Based financial planning is our commitment to help you pursue your goals. It’s our first priority and drives everything we do.
  2. We create a tailored wealth management plan that is based on your goals - The program is flexible and adjusts as the market changes or as goals change.
  3. Competitive Transparent Fees - We simply charge a fee based on assets under management, which aligns our incentives with your best interests.
  4. Proactive Communication - You will hear from us regularly, and not because we have some new product to sell. We feel a constant communication approach works best.

Learn More About Southern Wealth Advisors

The Southern Wealth Advisors Retirement Plan

Planning for retirement has never been easy, but in recent years, it's become increasingly difficult.  The responsibility of planning for retirement has fallen on your shoulders and the decisions you make today will greatly affect your ability to lead the kind of retirement you hope to pursue someday.  Running out of money is one of the biggest risks investors face.   This guide was created to help you achieve the best retirement possible.

Get the Southern Wealth Advisors Guide to Retirement Planning

 Goals-Based Financial Planning

At Southern Wealth Advisors we believe that the key to retirement planning is a holistic goals-based financial plan based on your dreams and goals. Your financial plan should go beyond just investments and retirement and should include all financial dreams like sending a child to college, starting a small business, taking care of aging parents, or buying a vacation home.

To learn more about our Goals-Based Financial Planning download the One Page Financial Plan

Download the free One-Page Financial Plan

Southern Wealth Advisor Market Insight

We believe that a more informed investor is the most successful investor regardless of if you make your own investment choices or use a financial advisor.   Below you can download our latest outlook on 2018 to see how we view the upcoming year. 

Is the market headed for a fall?
Over the past eight years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe but will it last?

Get your free no obligation copy of Outlook 2018

The Southern Wealth Advisors Difference

Southern Wealth Advisors was created to help families pursue their financial dreams regardless of what stage of life you’re currently in.  We take a Goals-Based approach to helping you with all aspects of your financial life.   We know you have choices when It comes to what team you work with.  We believe the following are key reasons why clients choose to work with us.

Flexible Investment Approach

We build customized portfolios based on your goals that allow us to adjust our investment strategy depending on our forward-looking market views, as well as your personal objectives.

 

Broad Fiduciary Duty

Our duty is first and foremost to our investors. Not all financial advisors are fiduciary. We chose this level of compliance due to the responsibility of managing someone else’s money, we owe them our best efforts toward pursuing the agreed upon goals both legally and ethically.

Investment Philosophy

Our goals-based approach is first to understand what are your short-term and long-term goals. Then we create an investment portfolio designed with the balance of stocks, bonds and cash to pursue the goal and potentially reduce the risk of capital loss. Our approach is designed to preserve capital ahead of reaching for extra returns.

Goals-Based Financial Planning

Southern Wealth Advisors was created to help families pursue their financial dreams.  Regardless of what stage of life you’re currently in — moving ahead in your career, enjoying retirement or somewhere in between — Southern Wealth Advisors can help you pursue your financial goals.

Transparent Fee’s

Our costs are easy to understand and transparent. We simply charge a fee based on assets under management, which aligns our incentives with your best interest. If you do well, we do well.

Customer Service

Proactive Communication – You will hear from us regularly, and not because we have some new product to sell.  We feel a constant communication approach works best to help you stay on track towards your financial goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

(704) 236-6615

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One-Page Financial Plan

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisors Alliance, a registered investment advisor. Southern Wealth Advisors and Independent Advisors Alliance are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Florida, Michigan, California, Arizona, and Virginia.

Southern Wealth Advisors
18716 W Catawba Ave
Cornelius, NC 28031
(704)-236-6615