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Blog

James Bayard | Mar 16, 2023

Blue Vault Bowman Summit Recap

General Update

Last week, James Bayard, CFP®, had the pleasure of speaking on a panel for the Blue Vault Bowman Investment Summit in Atlanta, Georgia. Blue Vault is a leading

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James Bayard | Mar 16, 2023

This is Not 2008

Market Update
Current Event

The financial media is having a field day with the largest bank collapse since Washington Mutual failed in 2008. You may have heard that Silicon Valley Bank

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James Bayard | Feb 6, 2023

Five Steps to a More Fulfilling and Secure Financial Future

Planning
We believe financial planning is more than just dollars and cents and should incorporate your values. Here are some items to address while getting your
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James Bayard | Dec 26, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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James Bayard | Nov 1, 2021

What Is Inflation—And Why Is Everyone Talking About It?

Education

Climbing commodity prices, enormous government spending packages, and the subsequent economic slowdown have resurrected a dormant fear: high inflation. But what

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James Bayard | Feb 9, 2019

James Bayard, CFP®, ChFC® Earns the Retirment Income Certified Professional® Designation

James Bayard, CFP®, ChFC®, RICP®, Investment Advisor Representative with Capital South Wealth Management, LLC has earned the Retirement Income Certified

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James Bayard | Jan 29, 2019

The Academy of Special Needs Planners welcomes, Ryan Gisclair, CFP®, ChSNC®

The Academy of Special Needs Planners consists of special needs planning professionals such as attorneys, financial planners and trust officers that assist them

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James Bayard | Jan 29, 2019

RYAN GISCLAIR, CFP® EARNS CHARTERED SPECIAL NEEDS CONSULTANT DESIGNATION

Families with individuals who have special needs face many unique challenges; financial uncertainty does not have to be one of them.

BATON ROUGE, LA -

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Contact

P: 225-709-0703
F: 225-709-0792

   

Contact Us ›

Address

6513 Perkins Road
Suite 106
Baton Rouge LA 70808

Capital South Wealth Management LLC is a Registered Investment Adviser in Louisiana and may transact business in those states in which it is registered, or qualifies for an exemption from registration requirements due to the de minis rule. Any subsequent, direct communication by Capital South Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The representatives with whom the prospective client is communicating with works for Capital South Wealth Management LLC, and the firm is aware of the communications.

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