Wealth Management Services

Serving you well is our key focus

At Amegy Bank and Amegy Investments, Inc., we provide comprehensive, independent investment advice for individuals, families and private and public foundations, giving you several options for meeting 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:

  • Managing and growing wealth
  • 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.

The products and services offered by Amegy Private Wealth Services are available through either Amegy Bank, a division of ZB, 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, a division of ZB, 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, a division of ZB, 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, a division of ZB, 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, a division of ZB, 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, a division of ZB, N.A., 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.