Wealth & Estate Planning
You've Worked Hard To Build Your Wealth
We are committed to unparalleled service and personal attention.
Asset Management
Following a repeatable and systematic approach, our Portfolio Management team provides tailored asset management solutions that strike a balance between risk and reward, so an investor can confidently realize their long-term objectives.
Financial & Estate Planning
Sound financial planning, derived from a deep understanding of a family’s financial goals and aspirations, is essential in proper asset allocation and investment portfolio construction. We use financial planning tools that you can also access to facilitate analysis of all aspects of your financial needs and concerns.
Estate Settlement
Estate settlement is a complex and technical process even in a simple estate. We are here to help and can serve as a Personal Representative or as agent for the Personal Representative.
Trust Administration
Choosing a trustee, co-trustee, or agent is one of the most important financial decisions you must make during your lifetime.
Keep Informed With the Latest Market News & Commentary
Keep Informed With the Latest Market News & Commentary
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
