Southern Trust Wealth Management

Southern Trust Wealth Management is a financial institution in Greenville, SC. The firm provides a variety of specialized services including investment management, retirement planning, trust and estate planning, insurance planning, charitable giving, and college savings. They serve individuals at various life stages, from those just starting their financial journey to those nearing retirement.

The firm operates with a client-centered approach, focusing on building thoughtful relationships through proactive, personal guidance rather than using templates or one-size-fits-all plans. Their methodology emphasizes the management of risk to help clients achieve their long-term goals with clarity and confidence. The team includes professionals with extensive experience in financial services, such as Wealth Advisor Jonathan Polson, who brings over 18 years of experience in financial planning, IRAs, and trust management.

Located on E Coffee St, the office is situated near the Greenville County Courthouse and the Federal Building and U.S. Courthouse.

Southern Trust Wealth Management is recognized for providing thorough and well-documented information to help clients navigate complex financial decisions. The firm stands out for its commitment to explaining options in plain English, ensuring clients feel heard and informed.

By prioritizing personalized strategies and risk management, Southern Trust Wealth Management serves as a dedicated partner for those seeking financial stability in Greenville.

Services:

• Estate Planning
• Insurance Consulting
• Investment Management
• Retirement Planning
• Tax Advisory