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Couple planning for retirement

Wealth & Trust

We're committed to helping you achieve your financial goals.

We provide tailored plans to meet your unique needs when it comes to your future.

Extraco Banks Wealth and Trust is the oldest trust company in Central Texas. Since 1951 we have assisted our customers with quality trust and asset management services.

 

The financial services professionals at Extraco share a commitment to excellence. We offer families premier financial solutions to meet the increasing challenges associated with professional fiduciary services and sound portfolio management. We are uniquely qualified to provide a high level of personal attention and will work diligently to apply our resources, knowledge, and professional experience. 

 

Services we offer:

Wealth Management
  • Investment Management
  • Retirement Planning– 401(k) and IRAs
  • Legacy and Wealth Transfer Planning
  • Advisory Services
  • Oil, Gas and Mineral Management
  • Tax Planning Assistance
  • Trust Property Management
Trust Services

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See bottom of page for disclosures.


Quick Resources:

Important Disclosures and Information

  • Extraco Banks is a Member FDIC
  • SECURITIES ARE NOT FDIC OR GOVERNMENT AGENCY INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT A BANK DEPOSIT | SUBJECT TO RISK