Company

Southern Wealth

Financial Services 2450 Tim Gamble Pl 8 employees

Employees: 8
Contacts: 2
Emails: 2
Phones: 1

southern-wealth.com LinkedIn

Southern Wealth Overview

Headquarters: 2450 Tim Gamble Pl
Website: southern-wealth.com
Industry: Financial Services
Employees: 8
Founded: 2003
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Fee Based Planning Asset Management Estate Planning Business Planning Retirement Solutions Income Distribution Wealth Accumulation Tax Loss Harvesting Equity Compensation Plan Analysis Tax Efficiency Strategies Market Analysis and Education Brokerage Services

About Southern Wealth

At Southern Wealth we understand the importance of taking a holistic approach to financial planning and wealth management. Many people have multiple advisors that focus on one specific area of expertise. This approach can leave efficiency on the table that shows up in many forms. Our team based approach allows us to craft investment strategies, structure portfolios, and service multigenerational financial plans that are tailored exclusively to our clients’ strategic needs. We coordinate with your trusted network of professionals, including attorneys and accountants, to create a holistic strategy that supports and integrates all your financial goals, connecting the dots of your financial picture.

Southern Wealth Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Southern Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Hugh Tomlinson	Director of Business Development	Tallahassee, Florida, United States	Email Phone
Rod Amicone	Financial Planner Helping Businesses	Palm Harbor, Florida, United States	Email
Ben Graybar	Southern Wealth Financial Planners		View