Wealth Planning

Create a comprehensive financial plan for today’s needs and tomorrow’s goals.

For many individuals, wealth planning is the lynchpin in creating a financial strategy that lets you achieve the important goals in your life. When you work with LSNB, our wealth managers will listen to your unique circumstances, take time to learn about your family’s history, and identify values important to you, building a comprehensive wealth management plan reflecting your needs—and your dreams.

A Team Effort

Successful wealth planning involves many moving parts, and it takes teamwork. Our wealth planners partner closely with other professionals within and outside of the LSNB family, from attorneys to CPAs and business consultants. Our team-focused strategy means that you can enjoy customized, extensive, and accurate solutions for you and your family.

Financial success and stability doesn’t just happen. It takes time, consideration, careful planning—and professional insights. That’s why so many individuals in South Texas rely on our experienced wealth managers to help them create dependable financial and investment strategies to meet their lifestyle needs and goals.

Wealth-Planning Services—For Every Need

The LSNB Team

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.

Britt Alan Woods

Executive Vice President / Director of Financial & Insurance Services, McAllen Corporate Office
Michael Costa

Michael Costa

Senior Vice President / Director of Compliance & Operations, McAllen Corporate Office

Carlos Hilario

Vice President / Wealth Relationship Manager, McAllen Corporate Office
Vanessa Grajeda

Vanessa Grajeda

Assistant Vice President / Wealth Relationship Manager, McAllen Corporate Office
Luis Membreno

Luis Membreno

Wealth Relationship Manager, McAllen Corporate Office
Rafael Munguia

Rafael Munguia

Wealth Management Advisor, McAllen Corporate Office

Dora Alvarado

Wealth Management Specialist, McAllen Corporate Office

Build and Protect Your Financial Future ​

Our wealth planning services are all-inclusive, making sure that all aspects of your financial picture are considered and integrated into your tailored wealth management plan. Contact us today to learn more about how our dedicated wealth planning professionals can serve your financial needs.