Our Firm

Disrupting the Status Quo

South Wake Capital was founded by a group of lifelong friends who combined their various skills and expertise to revolutionize how generational wealth is created and managed. Our mission is to disrupt the status quo and empower our clients to demand more than cookie-cutter solutions for the management of their most precious asset: Their Legacy.

The Status Quo

Captive agents and brokers from large banks and wirehouses have excellent brand recognition behind them, but are limited to offering their approved products. Ultra High Net Worth families are rarely given the most tax-efficient options, as these big brokerage firms are not incentivized to lower a family’s tax burden.

The Problem

Investment performance should be judged by the wealth your family retains. Taxes, however, are left unchecked when investments are analyzed in a vacuum. Unnecessary taxes significantly lower real returns over a lifetime but can be difficult to quantify.

The Solution

We leverage our status as independent advisors to design the most innovative, tax-efficient wealth solutions for our clients by studying your family’s entire financial footprint. By focusing on tax drag and asset allocation, our curated strategies maximize real returns over a lifetime.