Striving to build lasting, rewarding relationships with every client we serve
We've developed a disciplined approach to 13 common issues facing our wealth management clients that starts with understanding your needs.
Understanding Your Needs
Before developing appropriate strategies for you and your family, we need to understand your concerns and aspirations. This includes your personal goals, your ideal lifestyle, current and future responsibilities, your business plans and your charitable plans.
We can help you with your goals for the future:
- Restructuring or retiring from your business
- Planning for your children’s/grandchildren’s education
- Enhancing your lifestyle
- Building a second home
- Funding a charitable trust
Once your goals are established, we'll work together regularly to respond to changes in the market and maximize your potential to earn. Develop a Strategy We'll look at your long term goals and ensure your daily activities are taken care of.
We provide assistance in four areas:
- Creating and growing assets
- Protecting and preserving assets
- Planning for lifetime distribution of wealth in the most tax advantaged way
- Planning for distribution of wealth at death in the most tax advantaged way
Our goal is to help our clients grow, manage and preserve their wealth by providing sound unbiased advice.
After developing a strategy, we help clients implement that strategy with an objective approach by not offering proprietary investment products. In addition to leveraging Amegy Bank's resources and expertise, we recognize the importance of establishing a partnership with you and your existing advisors to provide comprehensive solutions to your wealth management needs.
Daily life changes are why we meet with you regularly to review your investment plans, goals and objectives. Even the smallest of changes can have an impact on your investments. We'll work with you to assess updates and appropriate changes.
The products and services offered by Amegy Private Wealth Services are available through either Amegy Bank N.A., Amegy Investments, Inc., or Amegy Insurance Agency, Inc. The specific wealth management service(s) and/or product(s) that a client is interested in will determine which Amegy affiliate makes them available, based on US laws and regulations. Investment management services are available through Amegy Bank N.A. Self-directed investment products and services and investment advisory services are available through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment advisor, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products and services are available through Amegy Insurance Agency, Inc., a 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, including the possible loss of principal value or amount invested. |
Neither Amegy Bank, Amegy Investments, Inc., their affiliates nor their employees provide tax or legal advice. Consult with your tax and/or legal advisors regarding your specific situation.