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