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The Process

HERE TO HELP YOU PLAN, BUILD AND MANAGE WEALTH

IT’S ABOUT YOU, NOT US

You’re the reason we’re here. Our founders created Bank of San Antonio Wealth Advisors to fill a need for preferred services for clients just like you. From expert wealth management and trust services to insurance programs and concierge-caliber Private Banking, we are here to help plan, build and manage your wealth.


CUSTOM-CRAFTED, GOAL-BASED PLANNING

  • Strategic, purposeful asset allocation
  • The right managers and investment vehicles for your unique situation
  • Regular communication about your plan’s performance
  • Consistent, knowledgeable guidance to help you achieve your financial goals and enrich the family legacy
  • Investment planning, retirement income planning, and estate and legacy planning


PROACTIVE SERVICE

  • Build a long-term relationship based on integrity and trust
  • Help create and preserve assets
  • Make astute recommendations based on your needs, goals and risk-tolerance
  • Design, implement, and monitor long-term planning goals
  • Provide financial stability in the products we offer
  • Sustain value and reliability in the service we provide