Investment Management and Brokerage Services

Advisory and Brokerage Services Offered by the Financial Consultants at Amegy Wealth Advisors

The representatives of Amegy Wealth advisors are registered with LPL Financial, the largest independent broker dealer in the nation*. Being independent means that there are no proprietary products and our advisors are able to be authentic in their investment recommendations. Our Wealth Advisors' only motivation in developing your wealth management strategies is to offer professional counsel that is in your - and only your interest.

 

By coming to understand the complexities of your personal, business and family finances, our advisors are better able to help you identify and pursue your wealth management goals.

 

 

We offer access to the following services:

  • Wealth Planning
  • Investment Management
  • Insurance

 

 

 

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