WealthSouth
WealthSouth is a leading financial services firm based in Kentucky, dedicated to unlocking financial well-being through a distinctive three-step process that includes understanding clients' situations, engaging customized financial plans, and validating their goals. With over 600 years of combined experience and $4.4 billion in assets under advisement, the firm has been serving clients since 1909, emphasizing personal service and a commitment to the local community.
Offering a comprehensive range of services, WealthSouth specializes in wealth planning, investment management, institutional services, trusts, and commercial banking. Their experienced team of 40 specialists ensures a personalized approach, guiding clients through every stage of life from building net worth to planning for retirement and wealth transfer.
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