Capital South Wealth Management

Who We Are

At Capital South Wealth Management LLC, we are more than just a team of individuals with impressive titles. We are a group of dedicated professionals who are passionate about helping our clients achieve their financial goals and build a brighter future. Our team is committed to providing comprehensive, unbiased advice to the families we serve, and we strive to uphold the fiduciary standard in everything we do.

Our Mission

Our mission is to provide personalized financial planning and investment services to individuals, families, and businesses, helping them navigate the complexities of the financial world and achieve their unique financial objectives. We believe that every individual has the right to a secure financial future, and we are dedicated to helping them achieve it.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

Financial Planning: Our team of certified financial planners will work with you to create a comprehensive financial plan, tailored to your unique needs and goals.

Portfolio Management: Our experienced investment managers will work with you to create a diversified investment portfolio that aligns with your risk tolerance and financial objectives.

Insurance: We offer a range of insurance solutions to help protect you and your loved ones from unexpected financial hardships.

Trust Services: Our team has partnered with The Private Trust Company N.A., an affiliate of LPL Financial, to provide trust services that help you manage and administer trust assets for yourself and your loved ones.

Wealth Management: Our comprehensive wealth management services combine all of our services in one comprehensive plan, designed to help you achieve your financial goals and build a secure financial future.

Our Values

At Capital South Wealth Management LLC, we believe in the importance of integrity, transparency, and client-centricity. We strive to treat our clients with respect, honesty, and professionalism, always putting their needs first. We also believe in the importance of education and continuous learning, staying up-to-date with the latest financial trends and regulations to ensure that our clients receive the best possible advice and guidance.

Meet Our Team

At Capital South Wealth Management LLC, we are proud of our team of experienced and certified professionals, including:

• James Bayard, CFP, ChFC, RICP, AIF, Financial Planner and Co-Founder
• Ryan Gisclair, CFP, ChSNC, Financial Planner and Co-Founder
• Valerie Gibson, Office Manager

Contact Us

If you have any questions or concerns, please don't hesitate to reach out to us. We would be delighted to discuss your financial needs and goals with you.