WealthPlus is a separate high-net worth boutique under the BankPlus Wealth Management umbrella. Each client is different and unique; accordingly everything we do is custom rather than model-driven. Let us get to know you.
Our Philosophy
Our relationships begin with conversations where the client does most of the talking. Every client is different and unique; accordingly, everything we do is custom rather than model-driven.
About Us
WealthPlus is a separate high-net-worth wealth management group under the BankPlus Wealth Management umbrella.
Our Team
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.