WealthPlus is a separate high-net-worth wealth management group under the BankPlus Wealth Management umbrella. Our group was formed in 2015, but our principals have been in the financial services business since 1987. We use LPL Financial as our broker/dealer, the nation’s largest independent service provider with over 16,000 financial advisors.”
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to hearing from you.