Southern Wealth Management Revenue and Competitors

We are an experienced independent full-service wealth management firm providing sophisticated planning for generations of wealthy families. Southern Wealth is chosen by discerning clients who want solutions tailored to their exceptional needs. We believe “capital thinking” and capitalism are the best ways to preserve, protect and steward our client’s wealth. Southern Wealth uses “capitalism” as a metaphor to describe our business model. Capitalism offers consumers a system of checks and balances. When it is applied to wealth planning, it gives you confidence that the professionals you hire are doing what’s right when no one is watching. Founded in 2005 with offices in Dallas, San Antonio, New Orleans, and Midland, our capital thinking approach comes to life though three tenets: Unprecedented CHOICE, Multi-generational DURABILITY and Transparency through FREE-MARKET ACCESS. As the complexity of a client’s financial profile goes up, so does our value. Many clients hire us to advise them on all seven of the core disciplines outlined below. New clients often come to us for one or two specialties, but frequently take advantage of more as they get to know our full capabilities. Our seven core disciplines are: 1. Financial and estate planning 2. Business succession planning, including business valuation 3. Tax, consulting, compliance and the filing of returns 4. Investment and portfolio design and management 5. Life insurance portfolio design and management 6. Philanthropic planning and management 7. Family office services Learn more about our core disciplines on our website at www.southernwealth.com/capabilities