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Our Services
Financial Advisor Services in Mt Vernon Texas

Working with Guaranty's Wealth Management Group

At Guaranty's Wealth Management Group, you will work with a team of specialists who develop a thorough understanding of your needs, goals and preferences.  Our senior team members bring deep expertise and advanced professional qualifications to their  roles as they bring approximately 105 years of combined trust, wealth management and planning experience.  We draw upon these qualifications and experience to recommend appropriate strategies and to implement a plan that supports your unique goals and objectives.
   
Texarkana Texas Financial Advisors
Often our clients come to us with a particular question or concern (e.g., a pending liquidity event, retirement planning, asset protection, a large charitable gift, or the tax treatment of an asset sale) and the discussions with our planning team frequently will uncover links between the initial issue and other areas of a client’s financial life.  For example, investment management decisions can be significantly influence by your income tax situation, location of your assets ownership titling, lifetime giving plans, estate planning goals, along with your income and cash flow needs.  Our team integrates the various parts of your financial puzzle and makes recommendations based on their overall impact on you, your family and your goals.  

An Ongoing Process:

A. Understanding your needs and recommending solutions
As noted above, our planning process is tailored to meet your current objectives and circumstances, while keeping in mind your long-term goals and dreams.  Typically, we will incorporate a wide range of topics in our analysis, including your current investment portfolio, tax situation, current estate and gift planning documents, retirement plans and buy/sell agreements or executive compensation arrangements in which you are involved.  Based on our review, you will receive very specific and customized recommendations.
 
However, the process does not end there.  Along with your attorney, CPA and other advisors, our team will remain an integral part of your financial team, and is available to you as a sounding board for your own ideas, or for you to solicit immediate recommendations and answers to time-sensitive questions.  We also seek to bring you ideas and opportunities proactively.  

B. Implementing your plan
Planning at Guaranty's Wealth Management Group is intended to deliver practical, executable strategies and solutions.  Our success is judged by the solution we offer and the results we produce.  Drawing on our extensive fiduciary, tax and investment management resources, we can lead the implementation process by coordinating and consulting with the outside advisors you designate.  For example, we may work closely with your attorney on developing appropriate documentation for your plan, and work with your accountant on an ongoing basis to help ensure appropriate tax reporting.  

C. A unique institution serving unique clients
For 100 years, individuals, families, companies and charities in Northeast Texas have depended on Guaranty Bank & Trust for insightful advice on their banking and financial needs.  For over 30 years Guaranty's Wealth Management Group has brought to our client relationships the experience gained by managing more assets in a fiduciary environment than any other bank in Northeast Texas.
 
Our goal is to employ this experience and expertise to serve you better.  Our talented professionals combine intellectual capital, financial knowledge, and extensive resources to create customized solutions and deliver personal service, to help you make the most of the unique opportunities you create for yourself, your family, your business and your legacy.  We are committed to maximizing opportunity for you and recognize that as the architect of your own success, you have the freedom to set and achieve new goals, pursue new passions and shape your legacy.   At Guaranty's Wealth Management Group, the wealth planning process becomes the foundation for an ongoing advisory relationship in which we develop and oversee implementation of a customized plan for you.   
 

IMPORTANT:  This publication is designed to provide general information about planning ideas and strategies.  Always consult with your legal, tax, investment, and insurance advisors about your unique circumstances before changing or implementing any financial, tax, or estate planning strategy.
 
Circular 230 Disclosure
Pursuant to IRS Regulations, you are informed that any tax advice contained in this communication (including any enclosures or attachments) is not intended or written to be used and cannot be used by any person or entity for the purposes of (i) avoiding tax related penalties imposed by any government tax authority or agency, or (ii) promoting, marketing or recommending to you or another party any transaction or matter addressed herein,  and (iii) you are advised to consult with an independent tax advisor your particular tax circumstances. 
 

 
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Not FDIC Insured    May Lose Value    No Bank Guarantee