Personalized Financial Planning

We believe the path to achieving financial freedom starts with a well designed financial plan. We recognize that each client has unique financial goals and risk tolerance and that one portfolio may not be suitable for all investors. With our personalized approach, Southgate Wealth Management will design a custom portfolio to address your individual financial objectives.

Individual Insurance Solutions

On the path to financial freedom, how have you prepared yourself to handle the bumps along the road? In addition to providing peace of mind when it comes to disability and life protection, strategic insurance solutions can boost retirement income and increase the value of your estate while offering protection from probate.

Wills and Estates Consulting

Wills and estates planning are perfect examples of how the uncomfortable conversations are often the most important. Our accredited Wills and Estates Consultant will help to ensure that your Will and Power of Attorney are up to date, and provide guidance on trust strategies to safeguard the legacy you have worked hard to create.