- Investment ManagementOur full range of financial products and services meet every personal and business goal, including Personal Banking, Business Banking, Wealth and Investment Management, Personal Loans, Business Loans, Savings Accounts, CDs, and IRAs.
- Wealth ManagementThere is much to consider when planning for your long-term future. We deliver wealth management services and solutions that help build, preserve and manage your financial future. We work hard to understand our clients’ aspirations to help develop a solid strategy to achieve each individual’s goals.
- Financial PlanningParents of a child with special needs naturally look to their attorneys and CPAs as trusted advisors and, as such, often initiate financial planning discussions specific to their child’s future. One way to increase the scope of your practice and deepen the value of your client relationships is to engage a strategic partner that is focused on supporting and extending your wealth management capabilities.
- Asset ManagementThrough an agency account, Texas Gulf Bank’s Wealth Management Department acts as your personal agent in developing a financial and investment strategy for you. Once we have developed the strategy and agreed upon an appropriate asset allocation to match, we will invest your funds accordingly. Dividend collection and bill payment services are also available to our agency account customers.