Are you wanting to plan for your retirement, save for your children’s education, or pay for a large purchase? Whatever your financial goals, our financial advisors can help you plan and confidently take the next step.
Southern Wealth Management
Comprehensive financial advice.
Contact Us
Our team of expert advisors are always available to answer your questions.
Where We're Located
Our offices are located in these Southern Bank branches:
Poplar Bluff - 4214 Hwy PP
Cape Girardeau - 380 N Kingshighway
About Us
What we have to offer.
Southern Wealth Management works with you to determine the service and solutions that fit your financial needs and priorities.
Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings.
We’re here to help you feel more confident, connected and in control of your financial life through these investment solutions:
Comprehensive Financial Advice
May include cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, estate and multigenerational planning, small business planning, tax planning strategies, executive benefits and compensation.
Investments and Solutions
- Point-in-time investment recommendations to address your short- and long-term goals.
- Ongoing investment advice developing a broader strategy to address your long-term goals.
- Advanced investment advice and management using sophisticated strategies to help you meet your complex planning needs.
A diversified portfolio of investments designed to help you pursue your financial goals.
- Stocks
- Bonds
- Annuities
- Trust Management
- Unified Managed Accounts
- Mutual Fund Advisory
- Separately Managed Accts
- Traditional, Roth, Simple and SEP IRAs
- Business Retirement Plans, 401ks, Profit Sharing, DB Plans
- Estate Planning
Progress Meetings
We’ll meet when, where and how you need, based on your preferences and financial needs. Through the secure site and Ameriprise® app, you have anytime access to investments and digital tools to help you track your progress against your goals.
Not Federally insured | No Financial Institution Guarantee | May Lose Value