New South Wealth Management

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

09/03/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

Protected by Planning
09/02/2026

Protected by Planning

Racquel Pleasants explains how life insurance was key for her and her children when her husband died at 41.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
09/02/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
09/01/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

Credit Cards vs. Debit Cards: What’s the Difference?
08/31/2026

Credit Cards vs. Debit Cards: What’s the Difference?

Credit cards and debit cards may look identical, but they are quite different. Be strategic about which type of card you use.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
08/31/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

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Surprises crop up every day, and they’re a great reason to work with us.
08/29/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

3 Tax-Efficient Legacy-Building Strategies for High-Net-Worth People, Courtesy of an Estate Planner
08/28/2026

3 Tax-Efficient Legacy-Building Strategies for High-Net-Worth People, Courtesy of an Estate Planner

If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.

How much is enough for your emergency fund?
08/28/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

When you choose to take Social Security might impact your retirement income. Find out how.
08/27/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

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

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