The Bank And You: It’s Personal.
March 11, 2019|By Amanda McChesney, Senior Vice President, Private Banking Relationship Manager
You know all about the challenges and rewards of owning your own business and planning for the future, whether you’re establishing long-term financial goals or launching a new phase of wealth building.
As a private banker, my understanding of your entrepreneurial journey is key to developing the right financial roadmap to guide you to your goals. I work closely with you and the bank’s Wealth Advisors group to connect you to a wide range of business services, using a holistic, transparent and advice-centered approach. Together, we’ll ensure that your business is heading in the right direction.
Another important aspect of our relationship with you is aligning our services with your needs at a particular time in your life — you are unique in what you want to accomplish at each life stage. We are here to help you establish your vision for the future, decide what impact you want to make, and then provide solutions to help you achieve your goals.
We have a plan for you
My team is made up of diligent advisors, who live and work in San Antonio, just like most of our clients. We are here to listen to you, understand and strategize plans as your business grows. We use all of the same technologies and capabilities as the “big banks,” but with a much more personalized approach.
Whether you're seeking a combination of value and variety or advice about generational wealth management, or if you’re taking your first steps toward establishing long-term financial goals, our wealth strategists are here to plan with you.
Simplifying the complexities of multi-generational wealth
Our wealth advisors understand the intricacies of wealth management, especially across generations. They can help you define and set financial goals in business and in personal wealth acquisition, with the goal of preserving your assets and growing your wealth.
It's not uncommon for key players in multi-generation businesses to approach financial goals with different strategies in mind. Trusted Bank of San Antonio advisors will help you analyze your risk tolerance and the tradeoffs associated with your financial choices, and serve as your guide as you make financial decisions.
Maybe you're just starting out
Perhaps at this stage of your life and your business, you need advisors to help you establish and move toward your financial goals for your business and long-term wealth building. We will help you strategize, plan and execute your financial goals with careful analysis and open communication across departments.
Wherever you are on the path to success, we can help.
Our mission is to serve San Antonio business owners like you with the banking and financial services you need to achieve success in business. Regardless of where you stand in your wealth-building journey, we have the experience and resources to help you achieve your financial goals.
Investment Advisory products and services are: NOT FDIC insured - Not a Deposit of the Bank - Not Bank Guaranteed - May Lose Value. Wealth management advisory and/or investment services are offered through The Bank of San Antonio Wealth Advisors, LLC., a SEC-registered investment adviser. References to The Bank of San Antonio Wealth Advisors, LLC as a “registered investment adviser” or descriptions of being “registered” does not imply a certain level of skill or training. Services or advice is given only within the context of The Bank of San Antonio Wealth Advisors, LLC advisory agreements with each client specifically. The Bank of San Antonio Wealth Advisors, LLC does not offers legal, accounting, or tax advice. The information and/or opinions have been prepared solely for informational purposes and is not a solicitation or an offer to buy or sell securities.