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Our Strategies

Our Offerings Are Built With Our Clients In Mind

Our integrated approach puts the focus on you.

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Investment & Financial Planning

Comprehensive Strategies.
Personalized Service.

The first step in developing a financial plan built around you is a conversation. Once we fully understand where you are and where you want to go, your holistic plan will be a reflection of your individual goals and preferences. 

Retirement Planning

Take Control of Your Future.

Everyone's goals for retirement are a little bit different. Whether you're planning for a dream retirement or worried about having a steady income stream after retirement, we're here to ease your mind and get you where you want to go.

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Wealth & Estate Planning

Preserving Your Future

We develop tailored financial, estate and tax-planning solutions to address your personal, family and philanthropic goals. From helping you make sure you have provided for your family appropriately to devising plans for preserving and growing your assets, we are here to help.

Life Insurance

Take Care of Loved Ones

Life Insurance can be a key component of legacy planning and an important wealth protection strategy.

Asset Management

Strategies Built On Your Goals

Our Portfolio Managers provide tailored management based on how involved you would like to be, your future goals and risk tolerance.

Corporate & Institutional Services

Retirement Plans for Businesses

We'll help you to provide a well-designed benefit with tools and resources to help your employees plan for a successful retirement. 

Wealth Insights

  • 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.

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