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Our Focus

A wealth of capability, delivered by a trusted advisor who listens closely and takes the time to understand your situation fully. That’s the South State Way. When we opened our doors in 1934, South State was based on the ideals of relationship banking and a deep commitment to our customers. Our focus remains the same: listening carefully and understanding what is most important to you before providing strategic guidance that aligns with your life goals.

The complex challenges of today’s markets and the myriad of opportunities available often make it difficult to determine the best path to take when planning for the future. At South State, our team of local and highly credentialed wealth advisors are focused on helping you create a flexible financial plan that incorporates a wide range of well-researched and diversified strategies.

Unlike some other firms that use standardized solutions, we are free to recommend only the strategies we feel best align with what is most important to you. Whether your focus is philanthropy, education, growing your wealth or taking care of your family, we are here to serve as a trusted partner and help guide you along the way.

Our Services

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