Wealth Management Group

Sophisticated financial experience from a team of trusted advisors with local roots who offer objective insight and unrivaled personal service.  

The Wealth Management Group at BankPlus is built to be your long-term partner to help create, manage and preserve personal wealth. We work with investors and their families over years, even generations, to provide a higher level of service with a disciplined, long-term perspective.

We are independent, objective and committed to always keeping the client’s best interests first. Our team can help you develop a lifelong plan with investment strategies tailored to meet your individual goals. We also work with families interested in growing and preserving wealth over generations. These clients look to us for financial and estate planning, as well as trust services. Other investors prefer the ease of our Digital Advisor platform, with powerful financial tools and analytics at your fingertips. However you choose to work with BankPlus Wealth Management Group, you can expect the same level of professionalism and service, along with our exceptional experience and our client-centered, heartland values.

Investment Services Are: