Wealth Management Built Around Your Goals
We are committed to unparalleled service and personal attention.
What Your Wealth Advisor Can Do for You
Your Dedicated Advisor for the Long Term
Developing a flexible, well-researched financial plan helps to protect your legacy over the long term. Our financial advisors understand the importance of protecting your legacy and your investments for tomorrow. Whether you’re planning for retirement, growing your wealth, or leaving a legacy, we provide expert guidance and personalized attention each step of the way.
Financial and Estate Planning
Asset Management
Trust Administration
Estate Settlement
Retirement Planning
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The Full Strength of SouthState Behind You
Your Private Wealth team draws on specialists from across SouthState to build a plan designed around your goals.
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To learn more about our firm, download the SouthState Private Capital Management LLC Form CRS.
SouthState Private Capital Management LLC (”SSPCM”) is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState (”SouthState”). SSPCM does business under (”DBAs”) the names SouthState Private Wealth and SouthState Retirement Plan Services. Although SouthState and SSPCM are under common ownership and may use the same or similar SouthState Private Wealth name, they are separate legal entities that provide different products and services under different regulatory frameworks. No client or prospective client should assume that any discussion on this website serves as the receipt of, or a substitute for, personalized advice from SSPCM, or from any other investment professional. SSPCM does not provide legal, accounting, or tax advice. The content of this website is not directed toward or intended for individuals outside of the U.S. Investment Products are Not FDIC Insured - May Lose Value - Not Bank Guaranteed - Not Insured by a Federal Government Agency.
