Managing insurable risks can help protect you and your family from unnecessary financial hardship. Our advisors design comprehensive financial plans as a living document that can be adjusted as your goals and needs change. Whether you need a portfolio check-up, social security claiming strategy or need a second opinion on another financial issue, we can help.
The Private Trust Company can administer and manage trust assets for you and your loved ones. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Comprehensive wealth management combines all of our services in order to help provide you and your family with financial confidence.
The Private Trust Company can administer and manage trust assets for you and your loved ones. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Comprehensive wealth management combines all of our services in order to help provide you and your family with financial confidence.
Services
James co-founded Capital South Wealth Management LLC to address the needs of individuals whose financial situations have. Before co-founding Capital South Wealth Management, LLC, Ryan was employed in the Life Care Planning industry and worked. Matthew is a junior at Louisiana State University studying Finance with a minor in analytics.
Ryan Gisclair and James Bayard co-founded Capital South Wealth Management, LLC in Baton Rouge, LA. While working in the life care planning industry, Ryan suffered a life changing financial setback at the hands of a negligent advisor. Similarly, a member of James's family suffered from poor advice. These experiences played a significant role in leading the founders to choose financial planning as their vocation.
Capital South Wealth Management was founded on the Platinum Rule: "Treat others as they would like to be treated" in every client engagement and every business decision our financial professionals will not waiver from this simple philosophy. In line with this philosophy, we have developed our guiding principles which are adhered to in every client engagement.
A financial plan is typically suitable for individuals and families who may have complicated financial needs. Our planning process includes a discovery meeting in which you and our CFP professionals will discuss and determine goals, wishes, concerns, and needs. Following this meeting, our team will work with you to gather all relevant data and documentation.
The CFP professionals of Capital South Wealth Management work to uphold a Fiduciary Standard. This means we will put your best interests above our own in every investment advisory engagement. We are fee-based Investment Advisor Representatives. Our team manages portfolios for you according to your stated goals, your risk tolerance, and your risk capacity.
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