Southern Wealth Strategies

Southern Wealth Strategies We provide a "white-glove" service from fiduciary advisors for all clients, regardless of assets.

We work with busy, hard-working individuals who value honest financial advice. We help our clients manage multiple goals and handle complex financial situations. We follow a process that involves getting to know you and designing a plan that suits your unique needs. Once that plan is in place, we will help you track your progress and update your plan, so you can focus on living and enjoying your life.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
09/01/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/30/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/27/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
08/25/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
08/23/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Should gold be a part of your diversified portfolio?
08/20/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The beans brewed for your morning coffee may have changed hands many times.
08/18/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
08/16/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
08/13/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Address

102 Royal Oak Boulevard
Thibodaux, LA
70301

Opening Hours

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

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