Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and SouthernPoint Investment Partners are separate entities from LPL Financial.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, NC, PR

Investment Management

Our firm's Investment Committee uses experience, knowledge, and cutting-edge technology to develop strategies to best suit our client's risk tolerance, tax needs, time horizon, and financial goals. 

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