Wealth Management & Trust
Keep Your Legacy Moving Forward.
World-class wealth management resources right at your fingertips.
Our Wealth Management & Trust officers are passionate about what we do, providing you both world-class resources and local decision makers with the highest levels of accountability and care. We offer comprehensive services that address not only portfolio management matters but also the array of advanced planning matters to create the future you want for you and your loved ones. Meet all of your financial and estate planning needs in one place with advisors that you know and trust.
Wealth Management & Trust Services
Holistic Financial Planning
Investment Management ($500K+)
Trusts & Estate Administration
IRAs (Managed or Self-Directed)
Employee Benefit Plans
Oil & Gas, Real Estate, Timberland, and Farm & Ranch Management
What makes us different?
You Get All of Us
We're not just one advisor, we're an entire team. Southside Bank Wealth Management & Trust has a well-credentialed team of CFPs, CPAs, CTFAs, and AAMSs with over 200 years of combined experience at your disposal.
Texas Roots
Southside Bank was born and raised in Texas. We've been helping Texans achieve their financial goals since the start.
We're Not a Broker
We do not sell products or underwrite securities, so we have no self-interest in how we invest your assets. Our advice is motivated by one concern alone: your best interest.
Let's talk about how we
can serve you.
If you'd like for us to reach out to you, just fill out the form to the right and someone will respond to you within 24 business hours. If you'd like to speak with someone now just call one of the numbers below.
Tyler
903.535.2383
Lufkin
936.631.3548
Looking to meet different needs for accounts less than $500K?
- Financial Planning
- Investment Solutions
- Portfolio Management
- Retirement Planning
- Risk Management
- Longevity Planning
- Fixed Income Services
We want you to know that investment products provided by Wealth Management & Trust:
Are Not Insured by the FDIC or Any Federal Government Agency | May Lose Value | Are Subject to Risk | Are Not Bank Guaranteed | Are Not Deposits
