As part of Resource Wealth’s strategic plans, this well-designed and thoughtful Succession Plan Partnership insures its clients, their children and their beneficiaries will have continuing services for future generations.
Dallas, Texas, April 4, 2017, McElhenny Sheffield Capital Management (MSCM) is pleased to announce the execution of a Succession Plan Agreement with Resource Wealth Management as part of Resource Wealth’s continuing commitment to clients regarding the sustainability and longevity of executing client investment objectives. This Succession Plan assures that all portfolio management and financial plans for Resource Wealth clients will remain intact for future generations.
Jesse Hauptrief, Resource Wealth’s CEO, said, “After several attempts to locate the right person or team to partner with, I met with the team at McElhenny Sheffield. We both did our research and determined that it was a good fit. I was looking for the right mix of team and services. I am pleased to know that the clients of Resource Wealth Management will be in good hands, both now and in the future if, or when, I am unable to continue in the business.”
Bruce Fraser, McElhenny Sheffield’s Managing Partner, said “We are very happy to enter into this succession plan partnership with Resource Wealth. Jesse has taken great care of his clients over the years and we are honored to be chosen to be his succession partner.”
McElhenny Sheffield Capital Management was founded in 2000 to manage a hedge fund with an options- based absolute return strategy that was designed to deliver consistent returns while minimizing downside risks for clients. Today, MSCM serves a growing group of clients with liquid assets totaling approximately a quarter of a billion USD’s. McElhenny Sheffield’s team of MBAs, investment advisors, Certified Financial PlannersTM and Chartered Financial Analysts® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with coordinated estate, investment and tax strategy.
Succession Planning is an essential component of conducting business. Even a strong business needs to have a succession plan in place. A well thought out plan will ensure that clients are working with an enduring enterprise and will continue to be taken care of should something happen to their advisor. MSCM is well positioned to become a succession partner for such investment advisors.
For complete information, please visit: McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management, LLC
Attn: Media Relations
4311 W. Lovers Lane, Suite 101
Dallas, TX 75209