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.
Our Private Wealth Advisors can help you manage your private banking, insurance, estate planning and investment needs, all under one roof. 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 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.
This website (“Website”) is owned and operated by Texas Capital Bank, N.A. (“Texas Capital Bank”). Texas Capital Bank Wealth Management Services, Inc., dba Texas Capital Bank Private Wealth Advisors, is a wholly owned subsidiary of Texas Capital Bank, N.A. Texas Capital Bank Private Wealth Advisors offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Texas Capital Bank as of the date hereof, which are subject to change without notice at any time. Texas Capital Bank does not represent that any opinion or projection will be realized. Neither Texas Capital Bank nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
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