Investment Services

Our Southern Community Wealth Management division can provide a coordinated, customized approach to your financial planning, whether you’re just beginning to save or preparing to retire. We will create a strategy to help achieve your goals and work with you one on one throughout the process. To schedule a free financial check-up or consultation with one of the professionals at Southern Community Wealth Management, call (336) 794-7832.

Individual Retirement Accounts (IRAs)
An IRA allows you to build your savings tax-free until you withdraw them.

Retirement Planning
We can help you make sure the money you worked so hard for works hard for you after you retire.

Financial Planning
Get the right advice to work toward maximizing your returns and lower your tax burden.

Brokerage Services

Our financial consultants can offer sound investment guidance and handle all your stock purchases and sales.

Trust and Estate Planning*

We offer a full range of services to help you meet your specific goals. Click here to learn more.

WealthVision

Want an organized and comprehensive view of your complete financial portfolio? Try WealthVision- an easy-to-use account aggregation tool that integrates all of your accounts in one location. With WealthVision, you can securely view:

Brokerage accounts

Retirement accounts

Bank accounts

Insurance, tax and legal documents

Strategic goals and plans

All pulled together in one place, no matter where they are held and updated daily so you can track your overall financial picture.

Click here to view a short presentation about WealthVision.

For more information about WealthVision, please call (336) 794-7832.

Log on to your Southern Community Wealth Management account:
For assistance, please call (336) 794-7832.

Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC. Financial planning offered through LPL Financial, a SEC Registered Investment Advisor.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please not that not all of the investments and services mentioned are available in every state.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency

*Trust Services are not made available through LPL Financial.