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Wealth Management


IBTX’s advisors are dedicated to building comprehensive wealth management plans tailored to your needs.

Based on your goals, IBTX can design an integrated wealth management strategy plan for you and your business. We assess your long-term financial stability by reviewing your accounting, tax, retirement and legal objectives. We designate a consultant to work directly with you to look at every angle of your business and increase your bottom line. Through consistent review and communication, IBTX remains relevant while having the ability to readjust your plan over time.

We understand the importance of confidentiality. To supply you with thorough wealth management assistance, we consult with your attorneys and accountants. Our vast experience helps us maintain and often increase your financial status. IBTX delivers more than stability, we uphold a lifelong commitment to our clients.


IBTX Specializes in Wealth Management Solutions Including:

  • 401k Planninghealth-and-benefits-body
  • Defined Benefit Plans
  • Pension Plans
  • Premium Financing
  • Business Perpetuation Planning
  • Key Person Insurance
  • Buy/Sell Funding & Agreement Insurance
  • Estate Planning
  • Long-term Care Insurance

Download the IBTX Wealth Management Brochure (PDF).

Contact IBTX for More Information


“We were looking for a new approach to insurance and IBTX was up front with us and gave us many options catered specifically to our needs. IBTX is always there and their staff helped us to be organized and prepared for audits and so many other items.”Comfort Air Engineering, Inc.