(704) 236-6615 scott@southernwa.com
Investing Principles for Success

Investing Principles for Success

We believe firmly that every investor should clearly understand the underlying principles shaping the investing process we follow. The four investment principles you see here have been intrinsic to our company since its inception, and they are embedded in our culture....
Portfolio Construction, Management & Fees

Portfolio Construction, Management & Fees

  Construction Portfolio constructions is not a one-size-fits-all model and really starts with an understanding of your goals.  Long-term goals like retirement require a different portfolio than short-term goals like buying a home or funding college. Once we have...
Investing Philosophy

Investing Philosophy

Several important concepts regarding our investment philosophy that build the foundation upon which we confidently invest our clients’ assets: Intrinsic Value – We believe a stock’s worth is best determined by the underlying business’s long-term economics, not by what...

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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