What We Do
Southern Wealth Advisors was created to help families pursue their financial dreams. We take a goals-based approach to helping you with all aspects of your financial life.
We are not a traditional Wall Street firm focused on selling products. Instead, we assist in determining how to accomplish your goals through advice and guidance on a variety of topics. While investing is an important part of pursuing a goal, deciding which goals should be funded, as well as how to optimally save towards them over time is of equally importance.
What We Do
- We help with defining what goals are important to you and in what priority
- We manage every aspect of the investment process for you, including account setup and transfers, asset allocation, and account monitoring
- We take a total wealth perspective on both assets and liabilities while creating a customized portfolio
- We monitor how well we are doing with pursuing each goal
- Provide constant communication