IRA Rollover Administration

The accessible way to increase your net worth

Your retirement plan assets may often be one of the largest components of your net worth. Amegy Bank provides professional investment management of assets and assists you with tax decisions related to distributions during life and after death.

 
 
 






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.