Wealth CoordinatorMcElhenny Sheffield can operate as your central point of contact with all your other professional relationships.
In addition to providing in house investment management and multi-tiered financial planning, McElhenny Sheffield can operate as your central point of contact with all your other professional relationships. We seek out best-in class legal and accounting firms with which we can engage should the need arise. We feel this better serves our clients rather than trying to do everything in-house.
We have, over the years, cultivated relationships with top tier CPA groups and Estate Planning Attorneys in several states and across numerous metropolitan regions that we can recommend should you need help finding a professional. If, however, you already have a trusted CPA or Attorney, your personal Wealth Manager and service team members can, with your permission, coordinate the sharing of information with your trusted professional via Direct Communication or by leveraging the technology built into the MSCM Personal Wealth Portal.
If you have questions about our Wealth Coordinator Services, or any other services, please contact your assigned advisor or reach out to us here.