Nestled in the heart of West Newport Beach overlooking the Pacific Ocean, stands lifeguard tower 68. From age 16 to 24, our Founder and CEO Ken South served as a lifeguard, keeping a watchful eye over the beach and its ever-changing visitors.
In 2006, Ken established The South Group, a boutique financial services firm in Newport Beach, combining one-on-one personalized investment advice with strategic investment analysis and portfolio management. After years of growth, Ken recognized the opportunity to better serve his clients by going independent. In 2021, The South Group formed Tower 68 Financial Advisors, named in honor of Ken’s earlier years as a lifeguard on Newport Beach.
While the ocean is a continuously moving environment, the lifeguard tower holds steady; providing stability in comparison to the ever-changing swells, winds, and currents. Likewise, as valued financial advisors, we will continue to provide our clients with the expertise and skills to navigate ever-changing markets and strive to provide the stability to address any financial challenge.
Our Core Team
Ken South
Founder and CEO
Steve Arcos
Co-Founder and COO
Peter Jones
SVP of Client Relations
Rich Dougherty
Director of Client Development
Spencer South
Executive Director of Business Development
Our Extended Team
Sandra Santana
Administrative Assistant
Stephen Ghosal
Chief Financial Officer
Logan Brown
Sr. Marketing Consultant
Client-Focused Approach
We sit on the same side of the table as our clients and provide advice based on a complete understanding of your needs. Creating long-term relationships built on trust is our ultimate goal. Focusing on a select number of clients allows us to devote the necessary time and understanding to help each client address the financial challenges that can accompany great wealth. Together, we work to leverage the firm’s broad resources and focused capabilities to advance client interests.