Wealth Management

Jefferson Bank is a trusted source for managing and protecting your family's assets

As a family-owned business, we understand the importance of establishing long-term financial plans. Our talented wealth management professionals work as trusted advisors to our clients — offering investment and retirement planning, trust and estate services as well as personalized, private banking solutions.

 

 

For nearly 70 years, we have provided generations of South Texas families with a full spectrum of wealth management services, delivered with the personal attention and integrity that is the hallmark of Jefferson Bank.