Build a Brighter Future
Discuss the key components of a strong plan with your Financial Consultant to prepare for the future.
Putting Your Future First
We’re here today with the financial advice you need to pursue your goals for tomorrow.
Guidance for Your Financial Future
Helping you plan and invest for all of life's challenges
You've Worked Hard To Build Your Wealth
We are committed to a personalized approach driven by your goals.
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Personalized Plans Built for You
There’s always risk to investing, but we work to create a plan to help you pursue your goals.
Find an AdvisorPreserving Your Future
We develop tailored financial, estate and tax-planning solutions specific to your goals.
Learn MoreWe're Focused on the Whole Story
Our investment services team can help you build an in-depth financial plan based on your complete financial picture.
Find an AdvisorStay informed on the latest market information with On Point® Market Commentary
Stay informed on the latest market information with On Point® Market Commentary
Investment Services
We’re here to provide guidance just when you need it most. SouthState Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning.
- Comprehensive Financial Plans
- Retirement and Income Strategies
- Asset Allocation and Portfolio Monitoring
- College Savings Plans
Private Wealth
An integrated approach to managing multi-generational family wealth.
- Financial and Estate Planning
- Asset Management
- Trust Administration
- Estate Settlement
Investment Services
We’re here to provide guidance just when you need it most. SouthState Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning.
- Comprehensive Financial Plans
- Retirement and Income Strategies
- Asset Allocation and Portfolio Monitoring
- College Savings Plans
Private Wealth
An integrated approach to managing multi-generational family wealth.
- Financial and Estate Planning
- Asset Management
- Trust Administration
- Estate Settlement
Wealth Insights
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Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
