Wealth Management

Overview

SouthPoint Bank offers wealth management services through Sunburst Financial. Sunburst Financial is a team of financial planners that work together to advise you on all of your financial needs and goals. Our planning process can help you gain clarity and confidence in attaining your financial success.

Features:
We help individual and business customers of SouthPoint Bank with all of the following:
  • Fee-based Financial Planning
  • Investment Management
  • Estate Planning and Trust Services
  • Business Planning (Retirement Plans, Valuation, and Succession Planning)
  • Insurance Services

Take a look at some of our other services:

Personal Debit Cards

Personal Debit Cards

At most banks, a debit card is just a convenient piece of plastic. But for our customers, a debit card is your golden ticket to qualify for rewards.

Online Banking & Bill Pay

Online Banking & Bill Pay

Long gone are the days you had to run to the bank every time you wanted to make a transaction.

Mobile Banking

Mobile Banking

Now you can use your mobile phone or device to manage your bank accounts.