A Plan For Your Hattiesburg Life
Branning Wealth Management serves clients across Midtown, Oak Grove, The Avenues, and Downtown. Whether you work at The University of Southern Mississippi, Forrest General, Camp Shelby, or run a local business, we align investing, taxes, and retirement goals so your plan fits the Pine Belt.
Comprehensive Wealth Management in Hattiesburg, MS
Our advisors deliver an integrated approach to investing, planning, and tax strategy—so your money works efficiently toward your goals.
We begin with your goals, build a coordinated investment strategy, and keep you informed with clear reporting. We manage risk, keep costs low, and invest tax-aware so more of your returns compound for you. See how our investment management process supports long-term results.
From saving for college at USM to preparing for retirement along the Longleaf Trace, we integrate cash flow, insurance, taxes, and estate details into one plan. Explore our retirement planning framework and how it connects to daily decisions like benefits elections and equity compensation.
We take a proactive approach to minimizing taxes across your investment lifetime. Our team structures portfolios with asset location in mind—placing tax-efficient holdings in taxable accounts and income-heavy assets in retirement accounts. We monitor gains and losses throughout the year to manage distributions, harvest losses strategically, and plan Roth conversions when appropriate.
Local Insight, Ongoing Partnership
Life changes quickly. We update your plan for new roles at USM or Hattiesburg Clinic, real estate moves, or business exits, and coordinate with your CPA and attorney when needed. Our team meets in person or virtually on your schedule.
Build a coordinated plan with advisors who understand the needs of Hattiesburg families and professionals.
Branning Wealth Management – Jackson Office
I-55 North, Jackson, Mississippi