With Southern Ethos Wealth Management, you have an entire team of knowledgeable, experienced, and independent professionals dedicated to building the plan that integrates all aspects of your financial life. Life is beautiful, but also full of challenges. The best way to address those challenges is by walking side-by-side with a guide who has walked that path with many before you.
Let us address those challenges and light the path for creative financial solutions to keep life beautiful.
Let us address those challenges and light the path for creative financial solutions to keep life beautiful.
Services
Southern Ethos Wealth Management was founded by Brad May and Gerri Brantley with the goal of offering world-class, personal financial advice. Our commitment to you is that we will continue making adjustments in the pursuit of perfection. Southern Ethos Wealth Management is the culmination of the best ideas from all major brokerage firms.
Simply put, retirement is a function of maintaining a certain quality of life after leaving the workforce by saving a percentage of your income. We'll help you understand risk, how time affects retirement, what the horizon currently looks like, and how we can adjust course, if needed, to achieve your goals.
Most clients will use the Investor360° button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
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