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Capital South Wealth Management, LLC.

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How We Help

The professionals of Capital South Wealth Management LLC. provide a comprehensive suite of financial services to best address you and your family's goals and needs. Our services include:

Financial Planning
Portfolio Management
Insurance Planning
Consulting
Trust Services*
Concierge Wealth Management
Special Needs Planning
Business Services

 

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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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