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Private Wealth in Houston

Financial planning that can meet tomorrow’s challenges.

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Private Wealth Management

Managing your wealth is about more than just an investment plan. At Regions Private Wealth Management, it’s about having a comprehensive strategy that makes your overall financial picture clearer because it’s customized to your own objectives. Your Regions wealth team, led by a Wealth Advisor, will provide a team of experienced wealth professionals to help craft a comprehensive approach to wealth management.

What’s more? We’ll deliver it to you with straight talk, premier service, practical and unbiased recommendations, and complete transparency.

We’re here to help, contact a local Wealth Advisor today.

Our Houston Team

The Houston Private Wealth team is seasoned, engaged, and ready to help you meet your financial needs and goals. Our team is comprised of Wealth Advisors, Trust Advisors, Wealth Strategists, Portfolio Managers, Lending Advisors and a dedicated support team. Our experienced wealth professionals collectively carry the following credentials:

  • Certified Financial Planner™ (CFP®)
  • Certified Wealth Strategist (CWS®)
  • Certified Private Wealth Advisor (CPWA ®)
  • Certified Divorce Financial Analyst (CDFA™)
  • Series 7, 63, 65, and 66 and Life or Health License

Natural Resources and Real Estate Management

The Natural Resources and Real Estate (NRRE) group manages natural resource and real estate properties held in trusts, estates and agency accounts for individuals, corporations, foundations, universities and more. Our seasoned staff of specialists will help your natural resource and real estate properties be more productive and profitable, something we’ve been doing successfully for over 40 years. We manage assets ranging from timber, oil and gas, personal and commercial real estate, raw land, farm land and more.

Serving You, Houston

Private Wealth Management Area Wealth Executive, Chris Cooper, can help get you started on a customized financial plan. Get there by consulting with a trusted Wealth Advisor to create a personalized plan.

 

For more information, please contact Chris.Cooper@regions.com.

Regions Wealth Podcast

Hear our experienced Wealth professionals discuss today’s big financial topics—from personal finance and retirement strategies to managing investments and business expansion.

Listen and subscribe on your favorite podcast player. Each episode features a new challenge and fresh insights from a Regions Bank Wealth Professional.

 

Wealth Planning

An ongoing, disciplined and formal plan to address your evolving financial needs and goals, based on what matters most to you.

Investment Management

Focused on managing active and diversified strategies in order to achieve your goals through a risk-controlled environment and relationship driven culture.

Custom Credit Solutions

Mortgage, home equity lines of credit, personal lines of credit and customized lending solutions, such as securities-based lending.

Trust Services

Rely on Regions as your trustee for all types of trusts and other fiduciary services, such as a Living Trust, Marital Trust and Family Trust.

Business Succession

Planning to help you continue, sell or liquidate your business while minimizing tax consequences.

Retirement Planning

Analysis of the choices you can make today to help provide for your financial future.

Trust and investment management services are offered through Regions Private Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions. Investment Management, Inc. "RIM". RIM is a Registered Investment Adviser and wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation. The purchase of insurance products through an affiliate is completely optional. Neither the purchase of insurance products through the bank or any of its affiliates, nor the agreement not to obtain, or a prohibition on the consumer from obtaining insurance products through an unaffiliated entity will affect any application for credit or the terms of any existing credit agreement with Regions Bank.