Wealth Management

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

 

Your relationship manager will introduce additional wealth management professionals as necessary to provide you credible solutions to all your financial needs, everchanging as they'll be. Access to such specialists helps ensure we deliver you both the best solution and an unparalleled level of service throughout the various stages of your life.

 

Create & Build Wealth

  • Consolidation of Assets
  • Plan for the Unexpected (Insurance)
  • Home Ownership (Debt Planning)
  • Saving for Retirement (IRA/401K)

 

Help Protect & Preserve Wealth

  • Growth and Income (Stock Options)
  • Facilitate Exit Strategy from Company (Business Succession Plan)
  • Potential Health Concerns (Durable Power of Attorney)

Utilize Wealth in Life

  • Tax Concerns (Gifting During Life)
  • Philanthropy (Charitable Gifting During Life)
  • Preservation of Wealth (Titling of Assets)

 

 

Wealth Legacy

  • Protection of Wealth (Choice of Executor/Trustee)
  • Transfer of Wealth (Distribution Plan for Spouse/Descendants at Death)
  • Creating a Legacy (Charitable Inclinations at Death)

 

Wealth Management Team
Meeting the Team

 

  • Performance Review
  • Goal Alignment
  • Recommendations
Updated Personal Financial Statement
Updated Personal Financial Statement
  • Assets
  • Liabilities
  • Real Estate Holdings
Income Review
Income Review

 

  • Tax Returns
  • Update Documentation

The best wealth management plans are those that get measured, evaluated and reworked accordingly. Not occasionally, but consistently. So every year, we look at the year behind and the year ahead. Working with you, we identify what needs to change and what should stay in place. We also identify new opportunities and new needs based on changes in your life, you business and your goals. This way, you know the year ahead will be thoughtfully planned. And one to celebrate as it draws to a close. Year after year after year.

 

 

 

Take a look at our Premier Wealth Management brochure to or give us a call to discover just how much more your wealth is worth at Amegy Bank. For additional information call:

 

Dallas-Fort Worth: 214-754-6155

Houston: 713-232-1301

Central Texas: 210-343-4556