Wealth Management

The more complex your financial life becomes, the more you'll appreciate being a client of Amegy Wealth Management.* By having the process, programs, products and personnel in place, we'll provide you an integrated, holistic approach to achieving your wealth goals.

 

Create & Build Wealth
  • Consolidation of Assets
  • Plan for the Unexpected
  • Home Ownership
  • Debt Planning
  • Saving for Retirement 

   

Utilize Wealth in Life
  • Gifting Strategies
  • Philanthropy and Charitable Gifting
  • Preservation of Wealth
  • Market and Economic Risk Analysis
Help Protect & Preserve Wealth
  • Custom Portfolios
  • Business and Family Succession Planning
  • Potential Health Concerns 
Wealth Legacy
  • Protection of Wealth
  • Transfer of Wealth (Distribution Plan for Spouse/Descendants at Death)
  • Creating a Legacy