Southern Wealth Management, Capital Plan Merge To Form Southern Wealth Management
SAN ANTONIO – Southern Wealth Management and Capital Plan announced the combination of their two companies to provide a wider range of financial services for their clients.
Effective immediately, Southern Wealth Management and Capital Plan will begin operating as a combined company under the name Southern Wealth Management.
The professionals at Southern Wealth Management and Capital Plan have been in each other’s extended professional family for 30 years with a combined team that includes 49 employees.
With offices in Dallas, San Antonio and New Orleans, the combined company offers decades of tenure across seven core planning disciplines, each supported by equal expertise, credentials and bench strength.
Their seven core disciplines are as follows: financial and estate planning, business succession planning, tax consulting, compliance and filing of returns, investment portfolio design and management, life insurance portfolio design and management, philanthropic planning and plan management and family office services.
“Our combined company takes two firms with unusually interconnected models and brings them together under one roof because, at the upper echelon of planning, everything is interconnected," said Richard W. Jones, founder of Southern Wealth Management.
“Our combined company extends the trusted currency of our relationship into additional core planning disciplines,” said Anthony C. de Bruyn, founder of Capital Plan.“Our motto, because trust is a precious currency, speaks to our belief that while wealth is the currency of capitalism, trust is the currency of relationships.”
The combined company will continue to operate from its offices in Dallas, San Antonio and New Orleans. For more information about Southern Wealth Management or Capital Plan, visit www.SouthernWealth.com or www.CapitalPlan.com.