What We Do And How We Can Help
By Jared McGahee, CFP®
You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch.
That’s where we come in. At Southern Point Investment Partners, the driving force behind all we do is to provide guidance for what matters, helping you find financial independence through highly personalized financial planning and wealth management advice that is built on a long-term relationship and specifically tailored to your needs.
Who We Are & What We Do
With over 70 years of combined market experience, Southern Point Investment Partners strives to help our clients reach their financial goals through a collaborative team effort with the client’s aspirations as the driving force for all decisions. Each of our team members specialize in various areas and we work together to prepare a well-rounded financial plan centered around your values and goals.
All of our services are tailored to your unique phase of life and the needs that come with it. That means there is no one-size-fits-all solution. So whether you need help creating a plan for your small business, designing a retirement income plan, paying for your child’s college education, or managing the details of your estate plan, we can take care of every aspect of your financial life.
And since your life and goals aren’t stagnant, your financial plan shouldn’t be either. As life changes and you encounter new challenges and opportunities, we continually reevaluate our strategies to make sure you stay on track toward your ideal future.
Who We Serve
We have the privilege of working with clients in different stages of life, from recent graduates to entrepreneurs to working professionals to retirees. Despite their differences, our clients are driven, hardworking, and all desire a trusted professional to guide them as they work to make their dreams a reality. Our clients are like family to us, and we don’t take their trust lightly. We always put them first and cater to their needs.
What Sets Us Apart
There are plenty of financial advisors to choose from, but we believe our clients choose to work with us because we prioritize relationships. We pride ourselves on being approachable and accessible, and you can count on us to always listen closely and find solutions that fit your life. We believe our collaborative approach allows us to provide the best possible service to our clients. Our comprehensive services take care of all your financial needs and our independently owned status allows us to act in the best interest of our clients without having the constraints of a wire house’s requirements and regulations.
Are You Ready To Get Started?
We want you to experience the peace of mind that comes from knowing you have a knowledgeable and experienced advocate to help you solve any problem that arises in your financial life. If you want to experience the difference Southern Point Investment Partners can make in your life, we invite you to schedule a complimentary introductory meeting. We can’t wait to hear from you!
About Southern Point
With over seventy years of combined market experience, Southern Point Investment Partners strives to help our clients reach their financial goals through a collaborative team effort with the client’s aspirations as the driving force for all decisions. We have the privilege of working with clients in different steps of life and being along the way as their dreams become a reality. With various specialties among our team members, we will prepare a well-rounded plan based on what matters to you.