How We Help
Our team of CFP® Professionals provide several services to
address your financial goals and needs.
"We are in the financial services profession to provide comprehensive, unbiased advice to the families we serve. We work to uphold the fiduciary standard and treat clients with respect, integrity, and transparency. We strive to make our clients' financial lives as comfortable as possible in a world where there are no guarantees."
James Bayard, CFP®, ChFC®, RICP®, Investment Advisor Representative with Capital South Wealth Management, LLC has earned...Read More
The Academy of Special Needs Planners consists of special needs planning professionals such as attorneys, financial...Read More
Families with individuals who have special needs face many unique challenges; financial uncertainty does not have to be...Read More