Planning beyond the checking balance

SouthState wealth management, in bank language

Financial planning, retirement, trust, and investment management through the bank and SouthState PCM — for affluent households and for clients with more modest balances.

SouthState wealth management meeting covering trust, retirement, and investing — SouthState wealth conversations often start from a checking or savings relationship.

Planning

Goals, retirement timing, and how bank deposits sit next to investments.

Trust & fiduciary

Trust and private banking for families and professional firms that need an institution in the file.

Investments

CDs, mutual funds, annuities, IRAs, and money market alternatives — products vary by license and suitability.

Investing is not a deposit

Investment products can lose value and are not FDIC insured. Bank deposits on a savings account or CD follow FDIC rules.

Start with a banker

Checking clients can request a wealth consultation. Call (800) 277-2175 or visit locations.