Wealth Management Overview

You know where you want to be. We know how to help you get there.

  • We listen to you, and learn what's important to you and your family as we collaborate with you and your other advisors in developing an actionable plan that addresses your entire financial life, not just your investment portfolio.
  • We understand no two wealth management solutions are alike. Our advisors specialize in blending the perfect solution for you and your family that includes Private Banking, Trust, Investment Management, Financial Planning and Insurance.
  • We'll use our expertise and skill to develop an informed perspective about your finances and deliver a clear direction to help you reach your short- and long-term financial goals.

Contact a Cadence Bank Wealth Services specialist today. You tell us what you need, and we'll listen.

 Our Approach

As a Cadence wealth customer, you will have a point person -- a relationship manager -- who coordinates your conversations with the bank, the Trust company, investment firm and mortgage division to create a strategy that meets your goals and objectives. This approach provides access to key leadership as you need it.

We field a fully licensed team of investment advisors with proven, repeated success. Their experience includes estate planning, financial Planning, business planning, trust and taxation. They are backed by Cadence's more than 125 years of business leadership in private banking, investments, trusts and insurance.

Our personalized approach is designed to give you confidence that Cadence is working in harmony with your personal wealth management goals.

 The Guarantee

 When you become a Cadence Wealth Services client, we promise:

  • We will keep your best interests in mind.
  • You will have complete access to your relationship manager and financial management team.
  • When you speak, we will listen carefully.
  • When we speak, you can always expect objective and truthful advice.

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