Your Goals
We’ll Help You Get There
If you’re starting out or ready to retire, we have the advisors to help.
We Make Your First Investment Easy
If you’re just getting started with investing for the future, today is a good time to start. Our advisors can work closely with you to help you understand the ins and outs of investing and to develop a plan that you’re comfortable with.
We’re Focused on your Growth
Our advisors take the time to get to know you and understand your plans for the future. Our sophisticated and diverse wealth management strategies can help you build your wealth while continuing to align with your life’s goals.
Your Advisor for the Long Term
Developing a flexible, well-researched financial plan helps to protect your legacy over the long term. Our financial advisors understand the importance of protecting your legacy and your investments for tomorrow.
Fulfilling Your Goals
Whether you're planning for a child's education or hoping to leave society a better place through philanthropy, we'll help make sure transferring your wealth is fully planned out and fulfilled to meet your wishes.
We Make Your First Investment Easy
If you’re just getting started with investing for the future, today is a good time to start. Our advisors can work closely with you to help you understand the ins and outs of investing and to develop a plan that you’re comfortable with.
We’re Focused on your Growth
Our advisors take the time to get to know you and understand your plans for the future. Our sophisticated and diverse wealth management strategies can help you build your wealth while continuing to align with your life’s goals.Your Advisor for the Long Term
Developing a flexible, well-researched financial plan helps to protect your legacy over the long term. Our financial advisors understand the importance of protecting your legacy and your investments for tomorrow.
Fulfilling Your Goals
Whether you're planning for a child's education or hoping to leave society a better place through philanthropy, we'll help make sure transferring your wealth is fully planned out and fulfilled to meet your wishes.
Retirement Planning
Planning for retirement often comes with a lot of challenges. We’ll work together to create a personalized plan and help you to save for a confident future.
Asset Management
Following a repeatable and systematic approach, our Portfolio Management team provides tailored asset management solutions that strike a balance between risk and reward, so an investor can confidently realize their long-term objectives.
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Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
