Over the years you’ve built up many things. Your business. Your wealth. Your legacy. But in the process you’ve also built up a portfolio of uncoordinated financial products and services that only serve to 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.
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.
*Wealth Strategy, Financial Planning, Investment Management and Securities are NOT insured by FDIC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are: • NOT deposits • NOT insured by FDIC or any other government agency • NOT GUARANTEED by the bank • Subject to risk and may lose value. Texas Capital Bank and Texas Capital Bank Private Wealth Advisors are independent of Raymond James. Diversification and asset allocation do not ensure a profit or protection against loss.
**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. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including possible loss of principal.
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