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Recent Posts

Why VUL?
Mid-year Check-in: Are You on Track?
Is this time different? A case for disciplined investing for durability.
Donor Advised Funds & Private Foundation
How Cash Value Works in Life Insurance

Disclaimer

Southern Wealth Management is not a CPA firm.

Southern Wealth Management is an investment advisor firm based in Texas with offices in Dallas, New Orleans, Midland and San Antonio.

Southern Wealth Management, LLP is presently licensed to sell traditional life insurance in AL, AR, AZ, CO, DC, DE, GA, HI, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NJ, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, WA, WV and WY. Variable life and annuity products, as well as other securities products, may be sold in AK, AL, AR, AZ, CO, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WI, WV, and WY.

Securities Offered Through Southern Wealth Securities, LLC, A Registered Broker/Dealer Member FINRA. Southern Wealth Management, LLP is independently owned & operated.

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

Southern Wealth and its professionals may act as a General Agent for Bestow Agency, LLC (“Bestow”) for the sale of life insurance products and may receive a commission for such sales activity.