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

Philanthropic Planning

A common goal among our clients is to leave a lasting impact on their community. Our advisors can help develop a charitable gifting strategy that is beneficial for both you and your community. 

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