Wealth Management

Tailored solutions to accompany you and your family on the path of financial success

Solutions Meant for You

Investment Services

Investment solutions with a professional human touch¹.

Learn More

Trust Services

Trustee solutions to protect your wealth and family through generations.²

Learn More

Private Banking

Financial solutions that bring strategic vision to help meet your diverse needs and goals.³

Learn More

Investment Services

Investment solutions with a professional human touch¹.

Learn More

Trust Services

Trustee solutions to protect your wealth and family through generations.²

Learn More

Private Banking

Financial solutions that bring strategic vision to help meet your diverse needs and goals.³

Learn More

Why Choose Amerant

Customer Centric Approach

Dedicated Professionals with knowledge and experience

One stop shopping for all your wealth management needs

Help achieving your financial goals

Support building your estate planning

Assist in managing your cash and credit options

Schedule an Appointment

Making financial decisions is difficult.
Let our team of experts help you select the best
alternatives to achieve your personal ideals.

MAKE APPOINTMENT

Important Legal Disclosures and Information

¹ Investment products and services offered through Amerant Investments, Inc.

² Trust products and services offered through Amerant Trust, N.A. and are limited to trust administration.

³ Typical High Net Worth individuals have a relationship with Amerant in excess of $500,000, including deposits, loans, investments, trust, etc.
Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value

Wealth Management

Why Choose Amerant

Schedule an Appointment

Please share your location to continue