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Wealth & Trust

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

We provide tailored plans to meet your unique needs.

 

Extraco Banks Wealth and Trust is the oldest trust company in Central Texas. We have assisted our customers for nearly 70 years 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. 

See bottom of page for disclosures.

Services we offer:

Wealth Management
  • Investment management
  • Real Estate Management
  • Retirement Planning– 401(k) and IRAs
  • Legacy and Wealth Transfer Planning
  • Advisory Services
  • Oil, Gas and Mineral Management
  • Tax Planning
Trust Services
  • Trust Administration
  • Estate Planning and Services
  • Guardianship Services
  • Special Needs Trusts 

 

Ready to get started?

We look forward to discussing our broad range of financial services and the opportunity to serve you and your family.  

Contact an Advisor

 


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