(704) 236-6615 scott@southernwa.com

Key Advantages

The Southern Wealth Advisors Advantage

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 was created to help you pursue your financial goals.

The Goals-Based Financial Planning Process

Step 1:  The first step is to define your goals.  What are your hopes and dreams?

Our process is designed to provide a roadmap to your financial future that can help you visualize the financial future you want for yourself and your family.  Your circumstances and goals are likely to evolve over your lifetime so our plan is designed to change with them.

Step 2:  Understand where you are at today so we can plan where you want to go

We review your current and future financial situation, identify the likelihood of reaching your goals, and address any potential shortfalls or the impact of unexpected life events.

Step 3:  Create an optimal strategy consistent with the established goals

Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments, debts and cash management needs.

Step 4:  Plan implementation

With our guidance, you’ll have access to a comprehensive array of products, services and accounts that, collectively, can provide you with the foundation for implementing and carrying out your financial strategy.

Step 5:  Monitor progress and make adjustments as needed

We will work with you suggesting modifications as necessary to help keep your goals in reach and your strategy on the right course.  Defining and pursuing your goals is an ongoing process not a static event

Step 6:  Ongoing communication and commitment

We will monitor your progress in light of changing market conditions, or changes in your circumstances, and can recommend adjustments to help keep you on track.

A Portfolio to Suit Your Needs

Achieving the right balance of stocks, bonds and cash is one of the keys to managing your portfolio wisely. We feel the way your assets are allocated can be as important in determining your portfolio’s performance as the individual securities you own. Asset Allocation does not protect against market risk.

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.

Competitive Transparent Fees

We simply charge a fee based on assets under management, which aligns our incentives with your best interests.

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.

(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