Trusted Since 1951
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.
Wealth & Trust
It’s Never Too Early To Map Your Financial Future
At Extraco Wealth & Trust, our financial experts are dedicated to excellence, offering premier solutions for fiduciary services and portfolio management. We provide personalized attention, leveraging our resources, knowledge, and experience to meet your family's financial challenges.
Financial Planning
Our financial services professionals have shared a commitment to excellence since 1951.
Investments
Choosing a solution that matches your needs is essential to achieving investment success.
Retirement
Explore your retirement planning options with us, from 401(k)s to IRAs, tailored to meet your unique needs and goals.
Trust Services
Establishing a living trust provides organization and better control of your assets.
Meet Our Wealth & Trust Team
Dedicated professionals with decades of experience, ready to provide personalized strategies to protect and grow your assets with the utmost care and expertise.
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
- Trust Administration
- Estate Planning and Services
- Guardianship Services
- Special Needs Trusts
Wealth & Trust Resources
Resource Article
Benefits of a Living Trust
There are many benefits to creating a living trust. Here are the top three: 1. Avoid probate at death. Including multiple probates, if you own other property in another state. 2. It provides maximum privacy. 3. It can reduce or completely eliminate estate taxes.
Blog Article
Why Should I Invest?
April 19, 2022
6 second take: Stocks, bonds, and ETFs can feel out of reach or intimidating — but anyone who can save can create an investing strategy. Regardless of economic background or walk of life, most individuals make money in two ways: earning it through work and investing. Though for the first-time investor, this second option can feel daunting and inaccessible.
Blog Article
Inflation and Managing Your Investments
April 11, 2022
Inflation erodes the purchasing power of your dollars. When excessive it can be a significant setback to your portfolio’s performance. It is something we always need to consider in our long-term planning; our expectations for inflation help drive what we need our investments to achieve to lift us to our goals.
