Individuals & Families


At Warren Averett Wealth Management, we offer a range of sophisticated investment solutions tailored specially to your needs. We get to know you and your family so that we can better understand your financial goals and can develop a comprehensive plan that fits your unique situation. We are also pleased to assist you with all of your financial decisions – we offer solutions for everything from retirement planning to selling a business, as well as day-to-day financial matters where you might need advice.

Click on the questions below to find out more.

Are your long-term savings/investments large enough to sustain your standard of living throughout retirement?

Retirement and Investment Planning Solutions
Our team of experienced professionals offer retirement planning solutions that are in line with your life goals by getting to know you, your current and desired financial situation, and your retirement aspirations. When creating your unique wealth management plan, we consider the benefits and risks to you and your family. No matter what your goals may be, we can help you make sure you're on track to accomplish those goals in the most tax advantageous way, while also minimizing expenses and risks. If you'd like to know more about our planning approach, click here to read more.

Have you maximized the net amount that will go to your heirs? Do you have an up-to-date will, advanced healthcare directive and power of attorney?

Estate Planning Solutions
Not only do many of our clients want to invest in order to fund their retirement, but many also want to leave a legacy to their children, grandchildren or charitable organizations. There are many steps that need to be taken to ensure that your family can inherit the assets you leave behind without incurring exponentially large tax burdens. Preparing your estate is the best way to see to it that the money you've earned can be transferred easily to family, charitable organization, etc. Our professionals are knowledgeable of the tax legislations and how these can affect your estate, so we work closely with you to ensure all assets are owned correctly and are are willed in the most tax effective manner.

Are you planning to fund your children’s or grandchildren’s education in a way that maximizes funds available and minimizes taxes and expenses?

Education Planning Solutions
Many of our clients want to fund their children's or grandchildren's education, and we can work with you and your family to determine the best investment vehicle and to plan for your goals. Understanding when, where and how long your children or grandchildren will need educational funding and know your personal decisions on funding will help us determine the appropriate investment strategy. Education planning is a step forward in helping your loved ones achieve a lifetime of professional success, and we can help customize a plan that fits your unique needs and goals.

Are your life, disability and long-term care insurance needs being met by your current policies?

Risk Management Solutions
Though we do not offer insurance, we understand that it is a major factor in planning for the future for you and your family. It is important for our wealth management professionals to evaluate the amount of insurance coverage you have, as well as the type, duration, and cost of your insurance. Also, since we are not insurance brokers, we are able to offer a truly independent, unbiased opinion on your insurance protection from a financial point of view. Many times, there are alternatives that can be taken that are more cost effective and are more in line with your financial goals.

Are you maximizing the transition of your business?

Business Planning
Every business goes through transitions, and our professionals offer the solutions necessary to make those transitions as easy and financially beneficial as possible. We assist our clients with matters like buy/sell agreements, succession planning, exit strategies, key man insurance and buy/lease-back agreements. We take into consideration their personal and business goals and advise them on strategies and solutions that fit their needs.

Is your debt properly structured? Do you have the best terms?

Debt Management Solutions
Whether you are retired, running a business or purchasing a home, we can advise you on how to best structure your debt based on your personal, financial or business goals. We evaluate the details of your loans and identify any issues or opportunities for improvement, and we facilitate conversations with lenders on structuring or re-structuring debt.

Are your investments in line with your personal goals?

Investment and Retirement Planning Solutions
Our team of experienced professionals offer investment planning solutions that are in line with your personal goals by getting to know you, your current and desired financial situation, and your retirement aspirations. When creating your unique wealth management plan, we consider the benefits and risks to you and your family. No matter what your goals may be, we can help you make sure your on track to accomplish those goals in the most tax advantageous way, while also minimizing expenses and risks. If you’d like to know more about our planning approach, click here to read more.

To see a complete list of the services we offer to Individuals and Families, click here.