CapSouth Wealth Management is a fee based independent, Registered Investment Advisor. As a Registered Investment Advisor, we provide knowledgeable investment advice that is objective and trustworthy. Our advisors are held to the high standard of a Fiduciary, which simply means, we are legally required to act in your best interest.
We proudly accept this responsibility. Our staff consists of experienced professionals who believe in a "hands on" approach to financial guidance. You will find our team members not only knowledgeable, but honest, sincere and genuinely interested in helping you reach your financial goals.
We proudly accept this responsibility. Our staff consists of experienced professionals who believe in a "hands on" approach to financial guidance. You will find our team members not only knowledgeable, but honest, sincere and genuinely interested in helping you reach your financial goals.
Services
CapSouth was founded over two decades ago with the vision of providing financial and investment guidance to families and companies. What started out as a small business with five employees, has grown into a flourishing company spanning three states, currently serving almost 400 clients, and employing 20+ team members.
Forward thinking advisors join CapSouth because our proven systems facilitate the empowerment of clients to live their One Best Financial Life and the cultivation of a more fulfilling advisor experience.
As our industry evolves from an investment focus to a goals-based focus, while simultaneously trying to keep up with technology innovation and increasing compliance challenges, it becomes more difficult for advisors to focus primarily on delivering an impactful client experience.CapSouth has implemented three Partnership Models through which advisors can leverage the CapSouth platform.
As our industry evolves from an investment focus to a goals-based focus, while simultaneously trying to keep up with technology innovation and increasing compliance challenges, it becomes more difficult for advisors to focus primarily on delivering an impactful client experience.CapSouth has implemented three Partnership Models through which advisors can leverage the CapSouth platform.
CapSouth Wealth Management is offering an innovative new way to invest with our firm. Using our expertise, that you know and trust, we've built a diverse suite of portfolios using "Institutional Intelligent Portfolios", "Schwab Performance Technologies", and "Charles Schwab & Co., Inc.". CapSouth Pro-Investor is an automated investment management service that enables you to independently open accounts and invest online or on your mobile device.
Whether just starting out in your career or preparing for retirement, we hope these free resources will help. CapSouth is proud to offer these free financial resources and guides to help keep you knowledgeable about the financial landscape. Asses your current financial status and explore your future finacial goals with these free calculators.
These values form the foundation for how we relate to clients and for the recommendations we make concerning our planning and investment programs. We believe that clients whose ideals and values are consistent with ours will have a beneficial and enjoyable experience in partnering with CapSouth to help them achieve their long term financial goals and objectives.
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