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Capital South Wealth Management, LLC.

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Consulting

Consulting

Our CFP® professionals can complete financial wellness projects on an hourly basis. Common consulting engagements include a financial health analysis, second opinion on a portfolio, a survivor needs analysis, social security claiming strategy, retirement success projections, education planning, insurance review, etc. Our CFP® professionals will work to give you confidence by answering your questions and addressing your concerns. 

 

How We Help

  • Special Needs Planning
  • Financial Planning
  • Portfolio Management
  • Insurance
  • Trust Services
  • Business Services

Contact Us

Don't hesitate to get in touch with us.
We appreciate the opportunity to become your trusted advisor.

Get to know us

Phone: 225-709-0703
Fax: 225-709-0792

 

6513 Perkins Road Suite 106, Baton Rouge, Louisiana 70808

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Capital South Wealth Management LLC is a Registered Investment Adviser in Louisiana and may transact business in those states in which it is registered, or qualifies for an exemption from registration requirements due to the de minis rule. Any subsequent, direct communication by Capital South Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The representatives with whom the prospective client is communicating with works for Capital South Wealth Management LLC, and the firm is aware of the communications.

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