We provide services to help asset accumulation as well as protect the wealth you have already earned. We work with our clients, their tax experts and their estate planning attorneys to maximize assets, protect wealth, direct assets to loved ones and minimize taxes.
Trust is fundamental to the management and preservation of your wealth. But, it requires a specific expertise, as well as a full understanding of your goals and priorities. WestStar Bank Wealth Management will work with you to understand your needs and objectives and collaborate with your legal and tax advisors to help you develop a strategic trust plan.