Partners It’s What You Keep In Prosperity It’s Not What You Make Creating Income Streams for Life
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INDEPENDENT. UNCOMPROMISING. PROACTIVE.

Year after year we thrive within the network of relationships that comprise those we think of as family: our Clients. At SouthPark Capital we’re more than an advisory firm, we are our client’s partners in prosperity. As independent financial advisors, our people work every day to uplift our clients and their families with respect to their financial security. This important work is done in collaboration with our clients and we stand beholden to no one but them.

Through our Tax Mitigation platform and Wealth Management model, we structure and execute plans that are inherently designed to help you generate more and then, most importantly, keep more.

As independent wealth advisors, our work focuses on you and your finances. As your neighbors in the community, our personal integrity is inextricably linked to the work we do together.

Retirement shouldn’t be spent worrying about how long your money will last or if your family is financially secure for the future. You deserve to spend that time with the people you love, doing the things you love.

Prosperity is defined as the state of flourishing, thriving, good fortune and success.

Let us help you get there.

Wealth Management

Our approach, Endowment Model investing, is used with great success by the world’s most sophisticated institutional investors. At the core of the Endowment Model is the concept of producing non-correlated income and growth in a consistent fashion, regardless of market gyrations.

Our work begins with the creation of a customized portfolio specifically designed around you. Clients often remark that they enjoy doing business the old-fashioned way, person to person, and that they feel understood.

Learn More

Wealth Management

Our approach, Endowment Model investing, is used with great success by the world’s most sophisticated institutional investors. At the core of the Endowment Model is the concept of producing non-correlated income and growth in a consistent fashion, regardless of market gyrations.

Our work begins with the creation of a customized portfolio specifically designed around you. Clients often remark that they enjoy doing business the old-fashioned way, person to person, and that they feel understood.

Learn More

Tax Mitigation

Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our wallets. At SouthPark Capital, we help our clients identify ways to lower their overall tax burden by offering highly unique tax optimization opportunities. For the few who qualify and gain access, this is a game-changer.

Learn More

Tax Mitigation

Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our wallets. At SouthPark Capital, we help our clients identify ways to lower their overall tax burden by offering highly unique tax optimization opportunities. For the few who qualify and gain access, this is a game-changer.

Learn More

Most Recently Published Article

Check out George’s latest published article on Kiplinger.

Should You Listen to Warren Buffett?

By GEORGE TERLIZZI, INVESTMENT ADVISER | SouthPark Capital May 27, 2020 With coronavirus continuing to upend stock markets and the economy, Warren Buffett's advice steering investors toward passive investing through ETFs [...]

June 1st, 2020|
READ MORE

Most Recently Published Article

Check out George’s latest published article on Kiplinger.

Should You Listen to Warren Buffett?

By GEORGE TERLIZZI, INVESTMENT ADVISER | SouthPark Capital May 27, 2020 With coronavirus continuing to upend stock markets and the economy, Warren Buffett's advice steering investors toward passive investing through ETFs [...]

June 1st, 2020|
READ MORE

DOWNLOAD our complimentary guides!

We work hard to educate our clients, assisting in the ongoing effort to assess your current investment and retirement strategies. Visit the links below to explore our insightful guides and always know we’re here to answer your questions and help build a fully integrated retirement plan, in person, when the time is right.

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