Manage your financial future with CenterState Wealth Management with the help of our experienced Financial Consultants.

Building Wealth

Looking for goal-centered investment consulting, financial planning, and management services to manage your assets? We all have goals during our prime wealth-building years. Perhaps yours includes saving for your children’s education, buying a second home, or beginning to look forward to retirement. Whatever your long term or intermediate goals are, planning is critical. Knowing where you are and where you plan on being can provide you with a certainty surrounding your finances, investments and financial future. CenterState Wealth Management’s financial consultants will help you through the goal setting process and ensure that you are on the path to your specific financial future. They will help you construct a diversified and tax-efficient investment portfolio in line with your specific goals, risk tolerance, and timing. Your advisor will strategize your investing throughout your peak earning years, and assist you in developing tax-advantaged and risk management strategies to pursue success.

Preserving Wealth

We have the latest in tax strategies, risk management and retirement solutions to seek to preserve your assets. Solid, focused and forward thinking wealth preservation is something CenterState Wealth Management’s financial consultants can help you with. Diversifying your portfolio is only part of the picture for comprehensive estate planning. CenterState Wealth Management’s financial consultants will work with you not only to address your present financial realities, but also to help you plan for future needs. By tapping into the wealth of experience within CenterState Wealth Management, we will create real-world strategies to address all your wealth preservation challenges. Whether that includes investing, estate planning, financial planning, retirement planning, asset allocation and diversification, our Financial Consultants have strategies designed to preserve your assets. With our suite of specialized asset management, intergenerational wealth transfer planning and retirement income planning, our wealth preservation knowledge has your best interest in mind.

Broker Check by FINRA

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. South State Bank, N.A. and CenterState Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CenterState Wealth Management and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or CenterState Wealth Management. 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

South State Bank & CenterState Bank, N.A. have merged to become South State Bank, N.A.