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Transfer Your Wealth

Highly-Personalized Wealth Services Built On Trust

Building long-term relationships is integral to what we do.

We're Here to Serve You, Even in the Most Complex Situations, So You Can Focus on What's Most Important

We're Here to Serve You, Even in the Most Complex Situations, So You Can Focus on What's Most Important

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. 

We have decades of experience helping our clients leave a legacy representing their most personal goals. Integrity is the cornerstone of our commitment to you. You’ll enjoy the peace of mind that comes with knowing that understanding your family dynamics are the focus of all that we do.
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Trust Administration

We're here to help safeguard, preserve and manage your assets.

Choosing a Trustee is one of the most important financial decisions you'll make during your lifetime. Our Private Wealth Advisors will use their vast experience to ensure the grantor's wishes are carried out, with the greatest accuracy in recordkeeping and tax reporting, and with the highest integrity for trust asset fiduciary management.

Estate Settlement

Guidance Every Step of the Way

We'll help you navigate the complex and technical processes that come with estate settlement. Our seasoned professionals will be there every step of the way, bringing peace of mind to your family.
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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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  • 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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