Investment Advisory and Brokerage Services

Giving you greater confidence

We bring the dedicated market expertise required to help define your investment goals and develop a long-term strategy to pursue working toward them. Sound asset allocation, diversification and financial discipline are cornerstones of our investment philosophy.

Amegy Wealth Management

  • Product Knowledge: Our experienced team understands the complex and time-consuming parameters surrounding investment transactions such as the exercise of employee stock options or those related to restricted and control stock. 
  • Priority Support: We are committed to ensuring service continuity and access to investment professionals dedicated to helping you.
  • Dedicated Team: Our local team responds with a hands-on approach to assist you with all facets of portfolio structure, implementation, and ensure competitive pricing.
  • Proactive Status Updates: We keep you up-to-date regarding the status of any transactions processed in your accounts and provide timely reporting.
  • Alternative Strategies: We understand the changing needs of investors which drives our continual effort to deliver the latest innovations to our clients. We make available alternative investments to complement your total investment needs.

LPL Registered Investment Advisory Services

  • The Amegy Wealth Managmeent group believes that asset allocation is the most important factor in generating returns. Asset allocation does not ensure a profit or protect against loss.
  • We offer a managed account with dynamic allocation using active third party managed and passive investments. 
  • Our access to a diversified platform, products and services offer strategies to work toward meeting individual goals and objectives.

Additional Services

  • Equities
  • Fixed Income
  • Mutual Funds
  • Money Markets
  • Retirement Accounts
  • Insurance Solutions

For more information, call us at 713-232-2222 to speak with an Amegy Wealth Management representative.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured ZB, N.A. deposits and are not FDIC insured. These products are not obligations of the ZB, N.A. and are not endorsed, recommended or guaranteed by ZB, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

ZB, N.A., Amegy Bank, and Amegy Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: Texas (unless licensed elsewhere).