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Wealth Management Group

Your long-term partner to grow and manage your personal wealth.

The Wealth Management Group at BankPlus offers a unique financial resource that can help you achieve a wide range of goals. We provide unbiased insight and world-class experience. And as local people you know and trust we also provide you unrivaled personal service.

WEALTH MANAGEMENT GROUP PRODUCTS AND SERVICES:
 The BankPlus Wealth Management Group includes the bank’s Trust Department as well as BankPlus Investment Services. A full array of products and services is offered through either division of the Wealth Management Group to help meet your financial needs.

  • INVESTMENT MANAGEMENT
    • Personal Managed Portfolios
    • Institutional Managed Portfolios

  • TRUST SERVICES
    • Living Trusts
    • Testamentary Trusts
    • Charitable Trusts, Endowments and Foundations
    • Estate Administration (Executor and Trustee)

  • ESTATE PLANNING
    • The Wealth Management Group can help you analyze or initiate an effective wealth transfer plan and regularly review your estate plan to ensure your legacy and the care of your loved ones.

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