Services

CapSouth Wealth Management is a fee-only independent, Registered Investment Advisor. As a Registered Investment Advisor we provide knowledgeable planning and investment advice that is objective and trustworthy. 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. It is our aim to keep our clients focused, advise them in order to make sound financial decisions, and continually encourage them to maintain a disciplined approach to investing.