Trust & Wealth Management
Trust & Investments
In order to accumulate and preserve wealth in today’s complex world, it is essential to understand and take advantage of the many financial, investment, and estate planning options available. We are committed to providing solutions that meet your needs. As one of the premier banks of South Texas, Texas Regional offers unmatched experience and expertise in all aspects of trust and investment management.
We welcome the opportunity to help you plan for accomplishing your goals. You can be assured that all of your financial business will be handled right here in the community where you live. We are committed to fulfilling the wishes of our clients and being attentive to the special needs of the individuals involved.
We invite you to meet with us about the broad range of services we offer and have provided to generations of South Texas residents. Whether you are building your assets or protecting your legacy, let Texas Regional Bank provide the professional expertise you need to ensure your success.
Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE