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Southern Wealth Management was formed in order to offer wealthy individuals and families the ideal combination of experience and knowledge to help them make more informed financial decisions and better understand the implications of those decisions. We provide a highly personalized, coordinated family office approach to addressing your financial situation. In a nutshell, we help you achieve your goals -- objectively and independently.

Our multi-family office operation offers many advantages that, until now, have been available only to the wealthiest of families:

  • Our ability to combine resources means that your family gains through economies of scale and reduced operating costs.  We provide access to investments, services, and opportunities that otherwise might be difficult for a single family to obtain.
  • You have access to some of the top professionals in the business all under one roof – from financial advice and planning, business valuation, estate planning, and investment consulting, to tax planning and back office management. Moreover, you pay for only the services you need.
  • We have the expertise to coordinate your overall financial situation with other advisors and will ensure that your action plan stays on track while simplifying life for everyone involved.
  • You receive personalized attention from a team of professionals with the highest integrity.  Your family's information is always safe with us -- managed with the strictest confidentiality.

We welcome any questions or comments you may have. Feel free to contact us at any time.

Very truly yours,

Richard W. Jones
Managing Partner