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Local financial services companies announce merger

CityBusiness staff reports//January 18, 2018//

Local financial services companies announce merger

CityBusiness staff reports//January 18, 2018//

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Southern Wealth Management and Capital Plan are combining to offer a wider range of financial services for their clients.

The combined company will operate under the name of Southern Wealth Management from its offices in New Orleans, Dallas and San Antonio, Texas. The firm includes 49 employees.

Founded in 2005, Southern Wealth Management provides 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.

Capital Plan is based in Dallas and provides life insurance portfolio design and management, and philanthropic planning and plan management for affluent families and companies.

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