CapSouth Wealth Management

Q: What is CapSouth Wealth Management's company size?

Capsouth wealth management has 11 - 50 people working.

Financial Services

Specialities :

Wealth management

Guidance financial planning services

Financial planning

Investments

401k consulting

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

CapSouth Wealth Management is a fee based independent, Registered Independent Advisory (RIA) firm with offices in Alabama, Georgia and North Carolina. CapSouth was founded in 2001 with the goal of serving individuals, families and corporate retirement plans in a more comprehensive manner than the typical industry norm of focusing primarily on investments and rates of return. Achieving some rate of return does not ensure that goals are met; it is one factor of many...its one piece of the puzzle. Our desire was to create a financial firm that focuses on defining a clients goals, building a plan to reach those goals, and adjusting the goals and plans as circumstances change. We believe life and finances are so deeply intertwined that they cannot be separated. It is our desire not to simply manage your investments but to walk with you through lifes ups and downs and ultimately to help you accomplish your goals and dreams. At CapSouth, our goal is simple. We want to help our clients ...

Contact Information

Dothan , Alabama , United States

capsouthwm.com

CapSouth Wealth Management Org Chart

Employees

Total Employees:
18

Top Contacts:
2

C-Level 1	VP - Level-
Director-	Manager1
Others17

Employees Working At CapSouth Wealth Management

Donald Bolden

Chief Executive Officer

Meredith Agan

Director Of Operations

Lydia Soto

Client Services Associate

Katherine Garman

Client Associate

Lewis Robinson

Advanced Planning Director Senior Wealth Advisor

CapSouth Wealth Management Email Formats

Buyer Intent

Pain Points	Locations	Technologies
CRM Implementation	Dothan, AL	communication, integrity, basic, financial, collaboration, risk, k, networking, client service
Digital Transformation	Dothan, AL	communication, integrity, basic, financial, collaboration, risk, k, networking, client service
Networking	Dothan, AL	communication, integrity, basic, financial, collaboration, risk, k, networking, client service
Project Management	Dothan, AL	communication, integrity, basic, financial, collaboration, risk, k, networking, client service
Salesforce Development	Dothan, AL	communication, integrity, basic, financial, collaboration, risk, k, networking, client service

Trigger

Tech Stack Used By CapSouth Wealth Management

A quick view of products employed by CapSouth Wealth Management

Google analytics

Canvas

Director

List of technologies used by CapSouth Wealth Management

Client service

Collaboration

Communication

Financial

Networking

Languages Used By CapSouth Wealth Management

Basic K

OS Used By CapSouth Wealth Management

Integrity

Jobs at CapSouth Wealth Management

Hiring 2024-09-16 09:11:46

Financial Planning Advisor

Dothan, AL

CapSouth Wealth Management is a growing Wealth Management company headquartered in Dothan, Alabam...

Frequently Asked Questions About CapSouth Wealth Management

What does Capsouth wealth management do?+

What are Capsouth wealth management's specialties? +

Wealth management,guidance financial planning services,financial planning,investments,401k consulting,trust services,wealth counseling,investment management,mergers and acquisitions,and corporate retirement services