Sunbelt Wealth Management Consultants, LLC is an independent Registered Investment Advisor, overseeing and coordinating finances in Madison, Mississippi and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors aren't even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.

We feel that information is power in today's difficult financial world. We strive to focus on our clients' education over transactions. As a fee based advisory firm, we charge our clients a fee instead of earning commission to help ensure that the appropriate products are chosen based on the client's best interest and not based on the commission generated.

We offer our prospective clients a complimentary, no obligation RISK ASSESMENT where we provide third party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

We specialize in coverage for you, your family, and/or your business. We offer a variety of plans to satisfy your insurance needs. As an independent firm we represent virtually every carrier available. We use our expertise and resources to ultimately provide you with the best possible solution.

Insurance Plans:

• Final Expense
• Life
• Long Term Care
• Medicare Supplement

At Sunbelt Wealth Management Consultants, LLC we believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

We offer:

• Investment Advice
• Mutual Funds
• Exchange Traded Funds (ETF)
• Options
• Separately Managed Accounts

Exclusivity & Experience

Sunbelt Wealth Management Consultants, LLC expands our services by offering professional money management through our strategic investment partner, Gradient Investments, LLC (GI). GI is an SEC registered investment advisor offering clients 20 proprietary portfolios through its strategic investment partners across the country. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA.

Schmidt is a regular contributor to Forbes, The Wall Street Journal, and a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and the Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

Schmidt boasts 26 years investment experience. During his tenure at AXA Investment Managers, he served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.

Sunbelt Veterans Solutions is dedicated to serving veterans and providing valuable information regarding the Veteran Affairs "Aid and Attendance Pension," a federal assistance program offering monthly support to veterans, spouses and surviving spouses of veterans. Click here for more information – www.sunbeltvetsolutions.com