Patin Wealth Partners LLC - Lafayette
Scott Trahan Gerard has been a big asset in managing our family finances for several years and I cant say enough to describe how pleased we are to be in the financial position we have risen to today.
5 /5 Matthew J: James and Ryan at Capital South Wealth Management are the definition of consummate professionals. Each advisor offers a unique, forward-thinking perspective on investing in a way that is easy to understand for someone like me, without much experience in the financial sector. They are great about meeting with clients to hear their goals and work out a specific plan tailored to your future. What impressed me most was the fact that James and Ryan were so personable in addition to being so knowledgeable; with them, I do not feel like just another account, I feel like a friend. I would not be as comfortable nor as confident with anyone else managing my money, I trust James and Ryan and could not be more happy with my experience at Capital South Wealth Management.