Holding all your assets in one account provides for easy and efficient management. We can hold your assets for you, collect and record all income, pay bills out of your account, and provide you with an easy-to-use summary detailing activities in the account for year-end tax return preparation.
Transactions that require a third-party to hold funds in escrow require a trusted partner. Experienced in escrow relationships of all sizes and complexity, a WestStar Bank Wealth Management advisor will work to ensure your instructions are carefully documented and executed in keeping with the terms of the escrow agreement.
If you'd like more information about our additional investment services, please contact us online or call us at (915) 747-1665.