SOUTHEAST WEALTH MANAGEMENT

banking services; financial services, namely, wealth management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial portfolio management and analysis services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information, research and advice services; financial management, financial planning and investment advisory services; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial retirement plan consulting services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial trust planning and administration; estate planning and estate trust management