Wealth Management & Trust

Building a Secure Financial Legacy


 

Your banking made simple

 

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

Investment Management Accounts ($500K and above)

Custody Accounts

Trusts

Estate Management

Employee Benefit Plans and IRA's

Special Assets Management (Oil & Gas, Real Estate, Timberland, Farm & Ranch)

 

 

Learn more about Checking Accounts

 

 


 

Looking to Meet Different Needs?

Financial Planning

Investment Solutions

Portfolio Management

Retirement Planning

Risk Management

Longevity Planning

Fixed Income Services

 

 

Learn more about Checking Accounts

 

  


  

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

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Download Southside App on Google Play
Download Southside App on Apple App Store