Solid guidance Focused on your financial well-being

When choosing someone to entrust with your financial well-being, it’s important to select a guide focused on what will work for your life.

At Southworth & Wilson, we take a personalized approach to financial planning that considers all areas where your money and your life intersect.

Our experienced team will review every fine detail, offering an uncompromising level of service to help you pursue goals for yourself, your family and your retirement.

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A road map for your future

You’ve worked hard and saved well, and we’re here to help you make the most of what you have by creating a plan for all aspects of your finances – with no tolerance for loose ends.

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The opportunity to help even one person reminds me that this is what we’re here for.
Harry Connick Jr.