Capital South Wealth Management, LLC

Capital South Wealth Management, LLC Providing financial services to people in transition due to divorce, death, retirement, and families with special needs.

We are in the financial services profession to provide comprehensive, unbiased advice to the families we serve. We work to uphold the fiduciary standard and treat clients with respect, integrity, and transparency. We strive to make our clients' financial lives as comfortable as possible in a world where there are no guarantees. Advisory services offered through Capital South Wealth Management, LLC

a Registered Investment Adviser in the state of Louisiana. Third party posts found on this profile do not reflect the views of Capital South Wealth Management, LLC and have not been reviewed for accuracy or completeness.

One financial question worth revisiting each year is whether your current strategy is built to remain effective over tim...
07/31/2026

One financial question worth revisiting each year is whether your current strategy is built to remain effective over time, particularly in the presence of change. While simple, it is one of the most effective ways to assess the strength and resilience of your financial plan. Swipe to learn more.

If you are unsure how your plan would perform over the next five years, we are here to help. Call us to schedule a review and ensure your strategy is built for the long-term.

As employers continue enhancing their retirement benefits, one question often comes up: Should you offer a Roth 401(k) a...
07/30/2026

As employers continue enhancing their retirement benefits, one question often comes up: Should you offer a Roth 401(k) alongside a traditional 401(k)? Because employee financial situations vary, offering both options can provide helpful flexibility. Swipe through for factors to consider.

If you would like to discuss whether adding a Roth option to your organization makes sense, contact us. We would be happy to review your current retirement plan and help you evaluate your options.

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes tak...
07/28/2026

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes taking effect in 2026. As you plan ahead, there are important charitable giving thresholds and updates to consider. Swipe to learn more.

These changes may not affect how much you give, but they can influence when and how you give to maximize your impact. If you would like help reviewing your charitable giving strategy or preparing for 2026 thresholds, call us today.

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to...
03/19/2026

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

March is often seen as the month of momentum, since the days are growing longer, spring is just around the corner, and m...
03/18/2026

March is often seen as the month of momentum, since the days are growing longer, spring is just around the corner, and many of us are gearing up to end the quarter strong. But if you're feeling stuck in the final stretch, you're not alone.

Progress isn’t always linear. Sometimes, the final push requires the most focus, energy, and perseverance. It's in those last steps that the real magic happens.

So if you're closing in on the finish line this month, don’t slow down now. You've come this far for a reason. We’d love to know: What project or goal are you committing to finishing strong this March? Feel free to let us know in the comments!

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But...
03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball...
03/14/2026

We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball variety. Given the emphasis on brackets this month, now can be a great time to review your 2026 federal tax bracket before the year gets too far along.

Understanding where your income is likely to fall can help you plan ahead and avoid surprises. Swipe to learn more.

Curious how these changes might affect your broader financial plan? From retirement contributions to estate strategies, we can help you align your goals with today’s tax landscape. Give us a call today.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
03/12/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

As Christmas arrives, we’re reflecting on the words of Isaiah 9:6 — “For unto us a child is born, unto us a son is given...
12/24/2025

As Christmas arrives, we’re reflecting on the words of Isaiah 9:6 — “For unto us a child is born, unto us a son is given…” ✨

This season reminds us of the hope, peace, and joy that entered the world with the birth of Christ. It’s a time to give thanks for the light He brings. No matter how you're celebrating the season, we invite you to join us in reflecting on the true meaning of Christmas.

Please note that our office is closed December 24th through December 26th as we celebrate with our loved ones.

Wishing you and your family a very Merry Christmas filled with the peace of the season.

As we wrap up the year, it’s a great time to evaluate your money management. One popular strategy is the 50/30/20 budget...
12/17/2025

As we wrap up the year, it’s a great time to evaluate your money management. One popular strategy is the 50/30/20 budget rule. Do you know how it works? Take our short quiz to find out.

Need help building your financial future in the new year? Give us a call today. We’re here to help.

Address

6513 Perkins Road Ste 106
Baton Rouge, LA
70808

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12257090703

Website

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