CapSouth Wealth Management
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Wealth on purpose for a life well-lived™
CapSouth Partners, Inc. is a registered Investment Advisory firm.
01/22/2026
As CapSouth celebrates 25 years, we’re stepping into our next chapter with gratitude and a clear vision for the future.
Over the past two years, we have been preparing for this moment by investing in leadership development, strengthening how we serve clients, and ensuring continuity for the future of the company. This work has been thoughtful, deliberate, and guided by a long-term view.
As part of this evolution, Marshall Bolden now serves as Chief Executive Officer, and Jennifer Fensley serves as President, continuing her leadership of the Personal Wealth Division. Kara Armstrong continues as Chief Operating Officer and Chief Financial Officer, and Anthony McCallister continues in his role as General Counsel and Retirement Plan Advisor.
Founder Donald Bolden remains actively involved, supporting the executive team and stewarding the culture he helped build.
What has always defined CapSouth remains unchanged. Our commitment to thoughtful planning, disciplined advice, and wealth on purpose for a life well lived continues to guide our work with clients and our team.
We’re grateful for the clients, partners, and team members who have been part of our journey, and we are excited for what’s ahead.
01/12/2026
Today we’re celebrating a big milestone, Scott McDowall’s 16th anniversary at CapSouth!
Scott has made a meaningful and lasting impact on CapSouth. He brings a steady commitment to clients, a calm professionalism, and a genuine dedication to doing things the right way. Scott builds trust by listening carefully, remembering the details that matter most, and always acting in his clients’ best interests.
What truly sets Scott apart is how genuine he is. He works incredibly hard, often behind the scenes, and does so with humility, care, and a steady smile. His presence makes our team stronger and our clients feel confident and cared for.
We are incredibly grateful for the impact Scott has made and continues to make. We’re lucky to call him both a teammate and a friend.
Happy 16th anniversary, Scott. Thank you for everything you do!
The end of the year is coming fast. If you're a high earner with bonuses or retirement accounts, here are three things worth reviewing before December 31st.
They involve your employer match, contribution limits, and bonus withholding—and missing them could mean leaving money on the table or facing surprise tax bills in April.
Year-end tax planning for retirement accounts and bonuses isn't exciting. But understanding what to review now can help you avoid costly oversights.
📹 Watch the full breakdown on our YouTube channel.
They had the money. They just didn't have a plan for how to use that money to live their life to the fullest.
A client came to me after working with another advisor who was using the 4% withdrawal rule for everything. No plan for the new car they wanted. No plan for extra travel. No tax strategy.
The 4% rule sounds simple, but it can leave out so much: major purchases, tax optimization, and ways to fully enjoy your retirement.
This is one of three common retirement withdrawal mistakes I see, and I walk through all three in our latest YouTube video.
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Website
Address
1750 West Main Street
Dothan, AL
36301
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 1pm |
