Wealth Management Services

Serving you well is our key focus

At Amegy Bank Wealth Management, we provide comprehensive, independent investment advice for individuals, families and private and public foundations, giving you several options for working toward your many financial demands.

We will support you with trusted expertise to help with your wealth planning, trust and estate administration, investment management, investment advisory accounts, brokerage services and traditional banking services.

Our goal is simple:

To provide superior service and to orchestrate the various resources it takes to oversee substantial wealth on your behalf.

 

Our focus is to assist our clients in four areas:

  • Create strategies for managing and growing wealth
  • Create strategies for protecting and preserving wealth
  • Planning for distribution of wealth during life in the most tax-advantaged way
  • Planning for distribution of wealth at death in the most tax-advantaged way
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.

Neither Amegy Bank, a division of ZB, N.A., Amegy Wealth Management or LPL Financial or their employees provide tax or legal advice. Consult with your tax and/or legal advisors regarding your specific situation.

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).