Business_Wealth Management

Wealth Management

  • 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.

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

    *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.

    *Fixed annuities and life insurance also offered through BankPlus Insurance Agency Inc. BankPlus Insurance Agency is licensed in Mississippi – License #9708741. BankPlus Insurance Agency is an affiliate of BankPlus.

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