Capital South Wealth Management, LLC. was founded on the Platinum Rule: "Treat others as they would like to be treated" in every client engagement our CFP® professionals will not waiver from this simple philosophy.
The professionals of Capital South Wealth Management, LLC. have developed principles which are adhered to in every client engagement.
Our Principles
Loyalty- Our loyalty is to our clients and our clients alone. We stay objective in our dealings with outside professionals.
Transparency- We believe in being completely transparent. When you receive advice from our CFP® professionals you can be assured that it is free from our own self-interests.
Knowledge- We believe that without a continuing pursuit of knowledge we can't adequately serve our clients. We commit to maintaining professional designations in our field in order to stay informed on the ever changing aspects of wealth management.
Service- We vow to provide unparalleled service to each and every one of our clients regardless of account size.
Alignment- We treat our clients and their capital as if it were our own. We invest your and your family's wealth with the same diligence and care with which we invest our own.
Commitment- We are deeply committed to the clients we serve. We expect our clients to commit to themselves by engaging our CFP® professionals through the planning process.
Partnership- When you trust your financial well-being with us, you will not work with one professional but a team of knowledgeable, dedicated professionals.
Capital South Wealth Management LLC is a Registered Investment Adviser in Louisiana and may transact business in those states in which it is registered, or qualifies for an exemption from registration requirements due to the de minis rule.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 6513 Perkins Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.capitalsouthwm.com/
- Keywords
- Financial Services, Investments, Insurance, Retirement Planning, Special Needs Planning, Divorce Finances, Long Term Care.
- HQ
- Baton Rouge, Louisiana
Capital South Wealth Management, Llc Questions
Capital South Wealth Management, Llc's website is http://www.capitalsouthwm.com/
Capital South Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/capitalsouthwm
Capital South Wealth Management, Llc has
6 employees.
View email and phone details for 6
employees at Capital South Wealth Management, Llc.
Capital South Wealth Management, Llc's industry is
Financial Services
Capital South Wealth Management, Llc's top competitors are
Confluence Global Capital Llc,
Project Management,
Wealth Management Gpt,
Empirical Wealth Management,
Halcyon Wealth Advisors, Llc,
Aubry Wealth Management.
Capital South Wealth Management, Llc's categories are Financial Services
Capital South Wealth Management, Llc's founding year is 2016
