New South Wealth Management

New South Wealth Management Investment Advisor Representative. Cambridge Investment Research Advisors Inc., a Registered Investment Advisor.

Private Wealth Management firm dedicated to helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth preservation/distribution. To schedule an appointment: https://calendly.com/newsouthwealth

Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. New South Wealth Management and Cambridge are

not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites

Remodel or Move? How to Decide
06/03/2026

Remodel or Move? How to Decide

Should you remodel or move given current mortgage interest rates? Here's what to consider as you make a decision.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
06/03/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/02/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
06/01/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How to Increase Home Value
05/30/2026

How to Increase Home Value

Making your house more energy efficient, adding square footage, upgrading the kitchen or bath and installing smart-home technology can help increase its value.

Test your estate strategy knowledge with this short quiz.
05/30/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Lifestyle inflation can be the enemy of wealth building.
05/29/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
05/28/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
05/27/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Address

4539 Hedgemore Drive Suite 103
Charlotte, NC
28209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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