Our Team
We are a team of seasoned wealth management professionals that offer comprehensive products and services that help entrepreneurs, corporate executives, professionals, business owners, high-net-worth individuals, families, private and public foundations and endowments build and preserve their wealth. We develop a strong relationship with every client – helping each to maintain and enjoy their wealth.
The Amegy Wealth Management Team has an experienced staff with expertise in:
- Wealth Transfer Planning
- Investment Management
- Risk Management
- Brokerage
- Private Banking
- Trust and Estates
- Real Estate / Oil and Gas
- Business Succession Planning
- Executive Benefit Strategies
We apply versatile strategies to ensure your financial growth, safeguard your future, and further empower you to enjoy life on your terms.
Our commitment to you:
- We are passionate about delivering unbiased advice to our clients
- We leverage all of Amegy Bank’s resources in order to provide comprehensive solutions
- Our commitment extends beyond our products and services to the expertise of our people
- We recognize the importance of establishing a partnership with you and your existing advisors
