Wealth Management Advisory
At the end of the day, serving you well is our key focus.
We provide comprehensive, independent investment advice for individuals, families, as well as private and public foundations. As part of an institution built on the power of relationships, our wealth management specialists take the responsibility of your future seriously and are committed to providing you with peace of mind.
We understand you have many demands on your finances and many options for meeting them. Our team of wealth management advisors will support you with trusted expertise to help you manage and grow your wealth. These services include: wealth planning, trust and estate administration, investment management, brokerage services and traditional banking services.
Our goal is simple: to provide superior service and to orchestrate the various resources it takes to oversee substantial wealth on your behalf.
Amegy Bank has the depth of experience and understanding it takes to give you the expertise you deserve. Our focus is to assist our clients in four areas:
• Managing and growing wealth.
• Protecting and preserving wealth.
• Planning for distribution of wealth during life in the most tax-advantaged way.
Brokerage services are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment advisor, licensed insurance agency and an affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks include the possible loss of principal value or amount invested.
Neither Amegy Bank, its affiliates nor its employees provide tax or legal advice. Please consult with your tax and/or legal advisors regarding your specific situation.
