(704) 236-6615 scott@southernwa.com

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

 

(704) 236-6615

Call Us!

Download

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