Southern Wealth Strategies

Southern Wealth Strategies We provide a "white-glove" service from fiduciary advisors for all clients, regardless of assets.

We work with busy, hard-working individuals who value honest financial advice. We help our clients manage multiple goals and handle complex financial situations. We follow a process that involves getting to know you and designing a plan that suits your unique needs. Once that plan is in place, we will help you track your progress and update your plan, so you can focus on living and enjoying your life.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
06/25/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
06/23/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/21/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

You've allocated your assets; you just may not realize it yet.
06/18/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
06/16/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/14/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
06/11/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Why are they made again and again? This piece helps make sense of these errors in judgment.
06/09/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/07/2026

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.

Address

102 Royal Oak Boulevard
Thibodaux, LA
70301

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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