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Our integrated approach to managing wealth puts the focus on you and your family's financial success.

Our Services
Private Banking

All your finances. All in one place. All handled by one specialist banker.
That’s the whole idea behind Private Banking at South State.

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Investment Services

We focus on your unique investment situation and will design a plan with you and your family’s financial success in mind.

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Private Wealth

More than a traditional trust company, brokerage, or financial provider, we identify and understand our clients’ life and family goals and then build and monitor an integrated wealth plan to help achieve those goals.

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Asset Management

An Institutional Investment Platform with personalized, local delivery.

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Corporate & Institutional Services

To remain competitive, you need to provide your employees with a retirement plan that meets their needs, but is also well suited to your company’s overall objectives.

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Market & Economic News

Interested in the latest economic trends and market analysis? Sign up to receive our On Point e-commentary crafted by our experienced portfolio management team. Through On Point, our team of highly credentialed advisors takes a look at what’s happening in the market globally and provides insights relevant to you and your financial goals.

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How Can We Serve You?

I'm Looking to Save for Retirement

I would like to save for my child's education

I am looking for help managing my estate

I need help managing my investments (access to investments through LPL Financial)

I'm a business owner and I need to establish a retirement plan