Over the years you’ve built up many things. Your business. Your wealth. Your legacy. But in the process of building your portfolio, you may find that some financial products and services complicate and confuse your financial picture, unintentionally steering you away from your financial goals. While your financial needs may be complex, there’s no reason your solutions need to be. That’s where our Private Wealth Advisors come in.
Wealth Strategy & Financial Planning
We work with you to define the wealth strategies you need to get the most of every stage of life.
Investment & Brokerage Services
Our team provides meaningful and timely asset allocation decisions designed to take the emotion out of investing.
Our independent insurance planning advocates are here to make sure you, your business and your family are protected.
Concierge Private Banking
From everyday purchases to financing an aircraft, our private bankers help you live the best life possible.
Our team provides personalized home financing strategies to help you build, buy, refinance and manage your real estate portfolio.
Trust & Estate Administration
Build your legacy for the next generation by maximizing tax savings, asset protection and more.
Our Private Wealth Advisors can help you manage your private banking, mortgage, insurance, and estate planning needs all under one roof, as well as serve your investment needs in collaboration with Raymond James Financial Services, Inc. Our experienced advisory teams work with you, your family and your other advisors in an honest and transparent way to help you manage the extensive responsibilities of wealth. Our singular goal is to create an extraordinary client experience, providing you with the resources, advice and guidance required to ensure your financial future.
What Sets Us Apart
While every client’s needs are different, we offer each a high-touch experience based on discovery, planning, teamwork, integrity and simplicity.
Discovery: An in-depth discovery process administered by credentialed advisors is critical to your success. Our advisory team takes the time to truly get to know our clients, building a deeper connection and understanding of the “why” and “what” before focusing on the “how” of a goals-based plan.
Planning: Our expert team of private client advisors, certified financial planners and a board-certified estate planning attorney* prioritize strategic financial planning to bring our clients new perspectives and ideas. We work with you and your existing advisors to provide a holistic plan for managing your wealth.
Teamwork: We believe people do business with people, not banks. That’s why we’ve built a team of highly credentialed and experienced experts who are genuinely excited to serve you and your family. By unleashing the power of individual expertise in a collaborative environment, our clients reap the benefit of thoughtful and well-crafted solutions tailored just for them.
Integrity: Our Private Wealth Advisors team acts solely on your behalf and in your family’s interests in an objective and transparent manner, with no proprietary investments and no hidden costs.
Simplicity: The skills to acquire wealth are often very different from the skills and knowledge necessary to maintain and manage wealth over various market cycles. While managing wealth can be complicated, we work to simplify your financial life and provide critical information to give you a greater sense of control.
*Disclaimer: Neither Texas Capital Bank, N.A. nor any of its employees provide tax or legal advice to outside entities. Nothing contained in this communication (including any attachments) is intended as tax or legal advice for any recipient, nor should it be relied on as such. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or legal counsel. The wealth strategy team at Texas Capital Bank can work with your attorney to facilitate the desired structure for your estate plan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Neither Texas Capital Bank nor any of its employees provides tax or legal advice. Clients must seek advice based on their particular circumstances from an independent tax advisor. The wealth strategy team at Texas Capital Bank can work with your attorney to facilitate your desired structure of your estate plan.
All loans subject to Texas Capital Bank credit approval