Southern Wealth Management is an investment advisory firm serving families of wealth. We are founded on the belief that in order to truly serve these families, our service model must be built with the end in mind. This means we meet you where you are, bringing a full complement of Seven Core Disciplines to your planning table.
We know in our hearts and intellects that when we achieve this for you - the families we serve - we succeed at bringing capitalism to the care of your wealth. Capitalism validates the promises made at purchase with your post-purchase service experience. Now, you have a planning relationship that begins with purity of intention.
We know in our hearts and intellects that when we achieve this for you - the families we serve - we succeed at bringing capitalism to the care of your wealth. Capitalism validates the promises made at purchase with your post-purchase service experience. Now, you have a planning relationship that begins with purity of intention.
Services
At the upper echelon of planning, everything is interconnected. When you face a decision in one area, there's an inherent ripple effect in neighboring disciplines. With the ability to contemplate Seven Core Disciplines under one roof, you can see the complete breadth of impact and opportunity embedded in your choices.
The financial services industry can overload consumers with common claims and confusing terminology. As such, instead of explaining everything we do in each core discipline, we have chosen to highlight those areas in which our model is unique. Because we offer Seven Core Disciplines under one roof, families have access to anything they need, precisely when they need it.
M Financial Group is an exclusive network of more than 155 member firms providing access to financial services designed specifically for affluent individuals and corporations. Many professional advisors are aware of the integrity, power and clout of M Financial Group. M Financial Group is an elite ownership pool of 155 independent firms around the country.
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