Wealth Management
Preserve your lifestyle. Grow your wealth. Create a legacy.
Smart financial planning takes more than just budgeting and saving—to build a strong, secure future and to preserve your hard-earned assets for generations to come, you need a strategy. Our team of wealth managers is highly experienced, locally based, and dedicated to helping members of our South Texas communities reach their financial goals, today and tomorrow. Explore our services to learn more about what we can do for you.
Wealth Management Services
Connect with a Wealth Management Expert Today!
No matter where you are in life, the financial wellbeing of you and your family is a top priority. High-quality wealth management is a key component of that, and can help to ensure your security today, tomorrow, and beyond.
Whether you’re looking to protect your wealth with a trust or build it with tailored market investments, our wealth relationship managers can create a plan to meet your financial goals, evolving strategies as needs and market conditions change, working hard to be sure that your path stays the course. Contact us today to get started.
Elevate Your Banking Experience with Our Platinum Services
At Lone Star National Bank, where trust, innovation, and community drive our essence, we’re dedicated to offering you an exceptional banking journey tailored to your unique needs.
Experience the pinnacle of banking excellence with our Platinum Services, designed for discerning clients like you.
Lending Perks for Forward-Thinkers
- Enjoy competitive loan rates, with prime or better for platinum clients.
- Complimentary Cash Flow Analysis and Loan Review to empower your financial decisions.
- Exclusive offer: Slash your origination fee by 0.25% on your next loan - a reward for your loyalty.
Retail Banking Reinvented
- Skip the queues with a dedicated Platinum Banker in every branch, ensuring personal, swift service.
- Indulge in the luxury of a Fancy Metal Debit Card.
- Complimentary Safe Deposit Box and Checks, because your convenience is our priority.
- Exclusive Special CD Rates - because we value your trust and investment in us.
Wealth Management - Crafting Your Financial Legacy
- Begin with a Free Financial Plan, tailored to your aspirations.
- Benefit from Free Insurance Reviews, ensuring optimal coverage for your peace of mind.
- World-Class Money Management and Trust and Estate Services, guiding you every step of the way.
- Expertise in Transfer of Wealth Strategies, safeguarding your future.
Insurance Services - Your Security, Our Commitment
- Free Cost Analysis on your current Property and Casualty Premiums and Coverage - because we believe in value and transparency.
Join Us
Fiduciary Investment Services
Professional portfolio management for long-term growth.
Our fiduciary investment services are designed to help you create a plan for growing and protecting your wealth, with ongoing professional portfolio management.
When you partner with LSNB, you’ll work with a designated Portfolio Manager (fiduciary) to create a constellation of investments that provide tax efficiency while aligning with your unique goals, time horizon, and risk tolerance. Our investment management accounts and services include:
Managed Portfolios
Featuring fully customized individual securities including stocks, bonds and options.
Exchange Traded Fund (ETF) Portfolios
A tax-efficient and low-cost option that can be tailored to client needs and risk tolerance.
Individual Retirement Accounts
Tax-advantaged accounts to build wealth and security for post-work years.
Meet Our Wealth Management Team
At LSNB, our advisors embody trust and innovation, empowering clients to build a lasting financial legacy. Our team specializes in personalized strategies that focus on wealth preservation and growth, ensuring each client’s journey towards financial empowerment is secure and successful.
Carlos Hilario
Michael Costa
Rafael Munguia
Ismael Rodriguez Jr.
Alexander Gelman
Vanessa Grajeda
Dora Alvarado
Yliana Mora
More Than Guidance: Hands-On Professional Investment Management
When you need more than simple investment advice, our Fiduciary Investment Services may be the right choice for you. With your goals and interests in mind, LSNB’s experienced Portfolio Managers will work hard to create and manage a tailored portfolio to grow and preserve your wealth, coordinating regular client communications so that you’re always abreast of your investment performance. Contact us today to learn more about how our dedicated professional fiduciaries can serve your financial needs.
Investment & Insurance Products : NOT FDIC INSURED – NOT GUARANTEED BY THE BANK – MAY LOSE VALUE
