Meet your financial partners

CapSouth exists to help clients define and live their One Best Financial Life^®

We think there’s a better way to do financial planning and wealth management.

Too many people trust their finances and futures to investment managers. An investment manager simply monitors a portfolio and charges for the service. Your financial goals are more complicated than simply watching charts, checking market trends, and hoping for a rate of return.

You deserve better.

You deserve someone who:

Identifies your goals, the story you want to live and the legacy you leave behind
Develops a plan in line with your present goals now and those in retirement
Oversees your customized plan as life happens and goals change
Walks with you through major financial moments throughout your life

In other words, you deserve more than an investment manager. You need someone who helps you identify major life goals and connects those to your financial plan.

You should trust who manages your money and financial future.

Trust happens when you know someone. Get to know who we are, our purpose, and what makes us different.

Our purpose

Challenging our clients to define and live their One Best Financial Life®

Our process

Help clients define their goals, put a plan in place to achieve those goals, place an emphasis on those goals, then monitor and adjust the plan as life happens

Our difference

We ask better questions, that lead to honest conversations, that develop personalized plans, that help you live your One Best Financial Life®

Core Values

At CapSouth, our Core Values are the deeply ingrained principles that guide our actions; they serve as our company’s behavioral and cultural cornerstones.