VETTED
Jonathan Polson
Tel: 864-326-0701 33 Market Point Dr Greenville, SC 29607
About Southern Trust Wealth Management
Southern Trust Wealth Managment is committed to helping you pursue your long-term financial
goals. We can help you answer the questions you may have about your financial future, such as:
Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?
Am I making the right decisions to minimize my taxes?
See DisclosuresHow much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?
Am I making the right decisions to minimize my taxes?
General Information
Firm Start Year:
1923
Insurance License#:
469113
Name of Broker/Dealer:
Silveroak Securities LLC
Name of Custodial Firm:
Schwab, TD Ameritrade, Fidelity
Work with the following types of clients:
Businesses, Businesses, Individual Investors
Advisory Services Provided:
Legal Advice and Services, Financial Planning for Individuals, Investment Advice & Management, Financial Planning, Wealth Management
Services
Can meet clients in the following ways:
Email, Phone, Your Home, Video Conference
Compensation and Fees
Compensation Methods:
Flat Fee, Hourly, Based on Assets
Firm Information
Advisor's Number of Clients:
134
Education
B.A with minor in finance:
Clemson university
MBA:
LSU
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
20 Years of Experience
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