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Wealth Management Services

We work with you to understand your unique long-term goals and objectives and offer exceptional, unbiased solutions to meet these needs. Regions Private Wealth Management is dedicated to providing outstanding service to protect and preserve your wealth, and to form a long-term relationship with you.

We offer the "best of both worlds" by combining local service with the depth and support of one of the nation's largest financial organizations. Whether your objective is to grow, maintain, or transfer your wealth, a Wealth Advisor – your single point of contact who is backed by a team of experts – can help you achieve your unique goals.

Exceptional Wealth Management services we offer include:

Regions Wealth Assessment®   Investment Management and Consulting Services
  An innovative model for asset and risk allocation to help you build and protect your portfolio.     Our broad investment capabilities can help meet your unique investment needs and objectives.
         
Endowments and Foundations  
  Skillful administration is at the core of our successful philanthropic programs.     By naming Regions Bank as your trustee, you and your beneficiaries enjoy the knowledge and expertise of a breadth of specialists.
         
Estate Administration   Estate Planning
  Let Regions Private Wealth Management take on all of the responsibilities of settling your estate according to your intentions.     Estate planning is an ongoing process that evolves with each stage of your life.
         
Financial Planning   Business Succession Planning
  Financial planning is life planning – let Regions Private Wealth Management help.     Put a sound succession plan in place – before you need it.
         
Natural Resources and Real Estate      
  Our staff of foresters, geologists, farm managers and more know what it takes to make the most of your assets.      

Your Regions Wealth Advisor can bring a custom team of experts together to help you maximize the return of your portfolio. To learn more about putting a Wealth Advisor to work for you, have a Wealth Advisor contact you.

 

Investment and Insurance disclosures

Investments in securities and insurance products held in trust accounts are not FDIC-insured, not deposits of Regions Bank or its affiliates, not guaranteed by Regions Bank or its affiliates, not insured by any federal government agency, and may go down in value.

 

Call 1-800-REGIONS