MACRO ADVISORY

SERVICES

COMPREHENSIVE FINANCIAL PLANNING

 

Your Business Made Simple

Southern Capital specializes in macro advisory services which we believe are the foundation to building truly comprehensive financial plans. Many clients come to us with an existing network of individual micro advisors. This may include anyone from real estate agents to legal consultants. However, there is often little to no ongoing communication taking place between these individual specialists. This can unfortunately result in a fragmented and potentially less efficient approach to financial planning. 

We have created a solution to this problem by assuming the role of macro advisor on behalf of our clients. For those in need of recommendations, we are always more than happy to suggest members of our premiere network of strategic partners. We then manage each network of advisors, organize and disseminate information as needed, and most importantly, serve as a single point of contact for our clients. This allows us to create a more unified strategy and provide truly holistic wealth management based on your individual goals.

Traditional Advisory Services VS.

Southern Capital

CPA/Tax Professional

401K

Manager

Banker

CPA/Tax

Professional

Insurance

Agent

CLIENT

Investment Advisor

Real Estate

Agent

Attorney

Corporate Benefits Rep

CLIENT

Insurance

Agent

YOUR
SOUTHERN
CAPITAL
ADVISOR

Banker

Real Estate

Agent

Attorney

Corporate Benefits Rep

Investment Advisor

401K

Manager

CONTACT US TODAY TO LEARN MORE ABOUT OUR FIRM. WE LOOK FORWARD TO DISCOVERING HOW WE CAN BE OF SERVICE.

LET'S TALK

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.