How We Help

Our team of CFP® Professionals provides several services to
address your financial goals and needs.

 

 

Portfolio Management

Investments play a key role in your future. A professionally managed portfolio may help you work toward your goals.

 

Insurance

Managing insurable risks can help protect you and your family from unnecessary financial hardship.

 

Financial Planning

Our advisors design comprehensive financial plans as a living document that can be adjusted as your goals and needs change.

 

Consulting

Whether you need a portfolio check-up, social security claiming strategy, or need a second opinion on another financial issue, we can help.

 

Trust Services

The Charles Schwab Trust Company of Delaware can administer and manage trust assets for you and your loved ones. 

 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Wealth Management

Comprehensive wealth management combines all of our services in order to help provide you and your family with financial confidence.

Our Team

"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."

Cade Taylor

Associate Financial Advisor
Cade joined the Capital South Team in May 2024 after graduating from the University of Louisiana at Monroe with a degree in Finance. Cade is...

Robert Dufrene

Associate Financial Advisor
Robert joined the Capital South team in early 2024 after having worked 34 years for the State (24 years at LSU and 10 years at SLU). During his career...

Don't hesitate to get in touch with us.
We appreciate the opportunity to become your trusted advisor.

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