Southern Wealth Associates is a financial advisory firm based in Alpharetta, Georgia. Operating as a practice within the Ameriprise Financial network, the company focuses on delivering personalized, comprehensive financial planning and wealth management. Their mission is to help clients achieve their financial goals through a structured and tailored approach that includes retirement planning, investment management, and estate planning strategies. They emphasize building long-term relationships with clients based on trust and a deep understanding of their individual needs.

Founded in

United Kingdom