OUR BRAND
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future.
MEET OUR TEAM
OUR BRAND
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future.
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future. Our logo, the ship steering wheel, represents the navigational advice and industry-leading tools we provide to our clients. Together, with our clients and strategic partners, we collaborate to strategically chart an evolving course towards financial security, measurable growth and improved preparedness for the future.
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future. Together, with our clients and strategic partners, we collaborate to strategically chart an evolving course towards financial security, measurable growth and improved preparedness for the future.
Southern Capital is a full-service, private, financial planning firm that utilizes a relationship-based approach to help business owners, corporations and individuals transition to, and maintain, a life of financial independence.
​
ADDRESS
500 TERRY FRANCOIS STREET
SAN FRANCISCO, CA 94158
| TEL.123-456-7890
OPENING HOURS
MONDAY - FRIDAY: 11.00 - 18.30 SATURDAY: 11.00 - 17.00
SUNDAY: 12.30 - 16.30
OF YOUR FINANCIAL FUTURE
TAKE HOLD
TAKE HOLD
OF YOUR FINANCIAL FUTURE
The Name
The name, Southern Capital, references the geographical location of the capital city where our firm was founded, Tallahassee, Florida. Our name also symbolizes our strong ties to our home community and our belief in purposeful collaboration towards common goals. The word Southern reflects our brand's strong association with one of the values our region is best known for: hospitality. We strive for service excellence and to meet both the expressed and unexpressed needs of our clients.
The Brand
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future. Our logo, the ship steering wheel, represents the navigational advice and tools we provide to our clients. Together, with our clients and strategic partners, we collaborate to strategically chart the course towards financial security, growth, and preparation for the future.
​
Empowering people to take
control of their financial future
Southern Capital is an independent, boutique financial planning firm that utilizes a relationship-based approach to help business owners, corporations and individuals strategically manage assets for safety, growth and future needs. We strive to foster advisory relationships which transcend the narrow scope of traditional financial planning services. Our unique, family-operated, privately held firm is able to provide superior personalized service and comprehensive customized plans that large financial institutions are often unable to offer.
Our loyalty belongs exclusively
to our clients
As an independent firm, our loyalty belongs exclusively to our clients, not to a parent company. We also choose to utilize a fee-based structure for our services rather than a commission-based structure. This important distinction means that we are able to focus solely on meeting the goals of our clients instead of selling a particular product or provider.
OF YOUR FINANCIAL FUTURE
TAKE HOLD
Strategically managing assets for safety, growth and future needs
SERVICES OVERVIEW
Check the background of this investment professional on FINRA's BrokerCheck.
Securities offered through GWN Securities, Inc. Member FINRA & SIPC.11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities offered through GWN Securities, Inc. Member FINRA & SIPC.11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.