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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.

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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.
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Trust Administration

Choosing a trustee, co-trustee, or agent is one of the most important financial decisions you must make during your lifetime.
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What your Wealth Advisor can do for you.

What your Wealth Advisor can do for you.

Discretion. Honesty. Objectivity. Teamwork.

We are fiduciaries who maintain the highest standards of professionalism and objectivity, always placing clients’ interests above all else. We offer candid, unbiased advice at all times. Our advice-based fee structure is completely transparent – there are no hidden costs, commissions, or compensation.

Together, we define individual and family needs and goals. Every client relationship will have a senior member of our team serve as Relationship Manager. The Relationship Manager will have a deep knowledge of the personal and family dynamics that influence financial plans. We follow through to ensure correct implementation and ongoing monitoring of recommended solutions and progress toward established goals.

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Let's Start a Conversation

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Let’s Start a Conversation

(866) 451-9523
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Let Us Guide You

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  • 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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