At SouthEast Wealth Management, our personalized service focuses on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals in areas such as retirement planning, risk management and portfolio balance, income protection, asset protection with insurance solutions, and estate planning strategy.
Our wealth managers are truly client-centered to help you build an investment portfolio designed to meet your objectives with consideration for your risk tolerance. We know that the best way to meet our clients' needs is to spend time with them, and getting to know you helps us better prepare you to pursue your specific retirement goals.
As representatives of ProEquities, Inc., we provide access to an extensive range of products and services, carefully selected from among the foremost investment management organizations in the United States.
General Securities - equities, treasury securities, corporate bonds, municipal bonds, Federal agency securities, fixed income and certificates of deposit
Mutual Funds - more than 7,000 funds
Variable Annuities - 12 issuers, offering long term, tax-advantaged investment opportunities
Variable Life Insurance - More than 40 issuers, offering 100 different variable life insurance policies
Investment Advisory Services - financial planning and financial consultation services, customizable asset management service and private asset management program
Alternative Investments - a broad selection of products and services including real estate, energy, absolute return and hedging strategies for qualified investors
Unit Investment Trust - offered through and managed by some of the nation's leading firms
Advisory services offered through WMG Financial Advisors, LLC (WMG) a registered investment advisor. Securities offered through ProEquities Inc. (PES), a registered broker/dealer, member FINRA and SIPC. WMG, PES, and SouthEast Wealth Managment are independent of each other.