Managing My Wealth
Behind every Wealth Advisor is a team of strategists to support you.
I am interested in...
Let us create a team of advisors for your unique financial needs.
For high-net worth individuals and families looking for personalized financial knowledge, Regions Private Wealth Management provides a Wealth Advisor who will take an unbiased approach to designing a customized wealth plan, informed by institutional professionals and tailored to your specific situation. Financial strategies created by Wealth Advisors are:
- Supported by a team of experienced professionals including a Lending Advisor, Trust Advisor, Portfolio Manager, Wealth Strategist and many other wealth professionals
- Guided by more than 100 years of institutional knowledge and experience
- Broader than just an investment plan
Explore the Regions Total Wealth Platform
Regions Private Wealth Management clients have access to the Regions Total Wealth Platform, a powerful digital platform that provides a view of your overall portfolio and details of your accounts. Watch our brief video to see an overview of the platform's user-friendly tools and features.
Tools & Resources
Log in to your Regions Total Wealth or rTrac profile.
Use the Total Wealth platform for a streamlined view of your portfolio data. With rTrac, conveniently aggregate all of your financial information such as assets, wills, powers of attorney, trust and life insurance in one centralized system.
