New South Wealth Management

Directions Website Contact the business

New South Wealth Management Investment Advisor Representative. Cambridge Investment Research Advisors Inc., a Registered Investment Advisor.

Private Wealth Management firm dedicated to helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth preservation/distribution. To schedule an appointment: https://calendly.com/newsouthwealth

Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. New South Wealth Management and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites

What Does Pet Insurance Cover?
10/26/2026

What Does Pet Insurance Cover?

Discover what pet insurance covers (and doesn’t cover), and learn how reimbursement works for your vet bills.

What actually happens when the U.S. government shuts down?
10/26/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
10/24/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

A special needs trust can help care for a special needs child, even after you’re gone.
10/23/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

What an incredible event! Earlier this month, we enjoyed the launch of the Rutgers Personal Finance Club.
10/22/2026

What an incredible event! Earlier this month, we enjoyed the launch of the Rutgers Personal Finance Club.

With increasing wealth comes unique financial challenges.
10/22/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

If you're holding a highly appreciated stock, business interest, or piece of real estate, selling it outright can mean h...
10/21/2026

If you're holding a highly appreciated stock, business interest, or piece of real estate, selling it outright can mean handing a sizable chunk of the gain straight to the IRS. A Charitable Remainder Trust offers a different path.

It’s a True Financial Lifeline
10/21/2026

It’s a True Financial Lifeline

For Sara Mathews Dixon, life insurance has meant she and her three children don't have to worry financially while grappling with the sudden loss of their husband and father from a heart arrhythmia.

When was the last time you looked at the content of your portfolio? Steps to consider here.
10/21/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Address

4539 Hedgemore Drive Suite 103
Charlotte, NC
28209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when New South Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to New South Wealth Management:

Shortcuts

Share

Category