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The path to a better financial life starts here.

  1. Schedule a call
    Schedule a short discovery call with an advisor to make sure we’re the right fit. 
  2. Determine your goals

    We guide you through a process designed to identify your goals and better understand your relationship with money.

  3. Develop a plan for you

    Everyone is different when it comes to money, so the plan shouldn’t be cookie cutter. Get a roadmap to help you live the life you envision.

  4. Sleep on it
    We want you to feel comfortable about partnering with us for the long-term.
  5. Get started
    We’ll guide you through the new client process and begin implementing the chosen course of action.
Locations

DOTHAN OFFICE

CapSouth Wealth Management
2216 West Main Street
Dothan, AL 36301
 

(800) 929-1001
(334) 673-8600

GET DIRECTIONS   •  

MCDONOUGH OFFICE

CapSouth Wealth Management
1200 Keys Ferry Court
McDonough, GA 30253
 

(800) 929-1001
(678) 272-7555

GET DIRECTIONS   •  

CHARLOTTE OFFICE*

CapSouth Wealth Management
8936 Northpointe Executive Park Drive, Suite 240/260
Huntersville, NC 28078

(800) 929-1001
(704) 705-8797

GET DIRECTIONS   •  

* By appointment only; office does not receive mail 

CORPORATE OFFICE

CapSouth Wealth Management
1750 West Main Street
Dothan, AL 36301

(800) 929-1001

GET DIRECTIONS   •  

BLAIRSVILLE OFFICE*

CapSouth Wealth Management
211 Cleveland Street Suite B
Blairsville, GA 30512

(706) 842-5063

GET DIRECTIONS   •  

* By appointment only

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