CapSouth Wealth Management is a fee-only independent, Registered Investment Advisor. As a Registered Investment Advisor we provide knowledgable 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.
The world was a lot different in the 1st quarter of 2001. The dot.com bubble had burst the previous year with the S&P Index down approximately 7%. It would fall another 14% in 2001 and 21% in 2002. I-phones, social media, tweets and Uber did not exist. Yet, individuals and families still faced the same challenges as today. How do we manage our current lives while adequately preparing for a future that is so unpredictable?
Our vision was to provide a team of specialists to assist our clients in adequately assessing their current situation and circumstances while incorporating their long term goals and objectives into a viable long range financial and wealth management plan. In essence, planning today and monitoring in the future to turn dreams into reality.
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.