Business_Wealth Management

Investment Management and Trust Services

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

    The Wealth Management Group at BankPlus offers unique investment management and trust services 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.

    It all starts with listening to your dreams, your questions, your plans for the future – everything that’s special and important in your financial life. Only then can our Wealth Management Group Team help you build the right plan.

    A partner for every stage in your life.
    • Perhaps you’re near the end of a long career and are looking for a smart way to protect and grow assets.
    • Or you may have just started to build a nest egg for the future. You’ll need ideas for growing wealth over a long period of time by managing risk and maximizing reward.
    • For others, there may be a need to build assets for college tuition and retirement all at the same time. You may want to discuss smart, systematic ways to build resources for all of your needs.
    • Or perhaps you’re at the stage in life where you’re ready to create an estate plan to help transfer wealth to future generations without paying unnecessary taxes.

    World-class financial experience.
    We are an experienced team that offers a sophisticated arsenal of financial tools and experience. Our staff has years of experience in matters important to you such as investing, financial planning and retirement planning.

    No hidden fees. No hidden agenda.
    We have an open universe of potential investment opportunities and have no allegiances to any particular investment provider or alternatives. The BankPlus Wealth Management Group’s loyalty is to our clients. Fees are completely transparent and decisions are always made with your best interests in mind. We work with our clients as a team to develop personal, customized investment plans to help our clients reach their short and long-range financial goals. Our plans consider everything from your income needs, taxes, risk tolerances and expectation for growth.

    Long-term vision.
    Our Wealth Management Group believes in the power of disciplined, proven strategies formulated to meet long-term goals. However, we understand the importance of being closely attuned to the economic conditions that affect shorter-term markets. We value the need to be nimble in actively adjusting your investment portfolio to manage risk and enhance return as market conditions change.

    Part of your community.
    As part of BankPlus, you know that the Wealth Management Group advisors are also your friends and neighbors, active in your communities, your schools and your churches. We work hard to earn your trust and build a long-term partnership with you.

    Disciplined and diversified.
    Your investment portfolio is constructed with a disciplined process to diversify your investments and match them to your personal comfort level of risk.

    Wealth Management Group products and services.
    The BankPlus Wealth Management Group includes the bank’s Investment Management and Trust Services as well as Retirement Planning. 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.

    *Securities and insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC BankPlus Investment Services.  Not a registered broker dealer; not affiliated with LPL Financial.  Some Financial Planning services offered through LPL Financial, a SEC Registered Investment Advisor.
     
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