Guidance You Can Trust

CapSouth Wealth Management is a fee-only 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. 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.

Financial &
Estate Planning

Investment &
Wealth Management

Retirement Plans


Discover the Difference of CapSouth

You will notice a difference in our relationship driven approach. As a firm, we have placed a high priority on assembling the expertise necessary to offer high quality, professional services.

Are you ready to talk? Contact us to schedule a free consultation.

Contact Us

Registered Independent Advisors

Registered Independent Advisors

As a Registered Independent Advisor you can be assured that our advice is objective and trustworthy. Our independence gives us the freedom to serve you better, and achieve our primary agenda which is to offer advice that's best for you.

Financial Life Management

Financial Life Management

Financial life management is the pursuit of your one best financial life. We'll help you determine your destination, chart a course, and stay on track. Visit our FinLife Management page to learn more.

Schedule a Consultation

We are driven by relationships and we would love to start one with you. Contact us today to schedule your consultation.

CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.

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