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 financial 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 to make sound financial decisions, and continually encourage them to maintain a disciplined approach to investing. CapSouth Wealth Management specializes in investment and wealth management, financial and estate planning, corporate retirement plan consulting, and trust services in Charlotte, NC.