Wealth Management & Trust Services
Our trust officers are passionate about what they do, providing you both world-class resources and local decision making with the highest levels of accountability and care. We offer an array of advanced planning matters to create the future you want for you and your loved ones. Meet all of your trust services needs in one place with advisors that you know and trust.
Services we provide:
Trusts & Estate
Administration
Our dedicated team provides personalized trust and estate administration services to help protect and manage your wealth for yourself and future generations. We ensure seamless execution of your estate plans with professionalism, care, and attention to detail.
Investment Management Administration
Whether you’re looking to grow your assets or preserve them, we provide expert management, meticulous record-keeping, and proactive oversight of your investments to help meet your needs.
Employee Benefits Administration
We provide a seamless approach to managing employee benefits, handling everything from plan administration to regulatory compliance.
Oil & Gas, Real Estate, and Timberland
Our team provides industry expertise and strategic practices to manage oil & gas, real estate, and timberland assets ensuring efficient operations and asset optimization.
Comprehensive Financial Planning
Our comprehensive approach to financial planning covers every aspect of your financial life, ensuring your strategies align with your goals. Whether you’re planning for retirement, managing investments, or building a legacy, we provide the guidance and expertise you need to be successful.
What makes us different?
You Get All of Us
We’re not just one advisor-we’re an entire team. Our trust services have a well-credentialed team with over 200 years of combined experience at your disposal. Meet the skilled professionals who combine knowledge, integrity, and personalized service to guide you toward achieving your goals.
Texas Roots
Southside Bank was born and raised in Texas. We've been helping Texans achieve their financial goals since the start.
Relationship Banking
Every client is unique, and so is your relationship with us. We prioritize you – your goals, your needs, your hopes and your dreams.
Let's talk about how we
can serve you.
If you'd like for us to reach out to you, just fill out the form and someone will respond to you within 24 business hours. If you'd like to speak with someone, call one of the numbers below.
Tyler
903.535.2356
Lufkin
936.631.3548
We want you to know that investment products provided by Southside Wealth Management & Trust:
Are Not Insured by the FDIC or Any Federal Government Agency | May Lose Value | Are Subject to Risk | Are Not Bank Guaranteed | Are Not Deposits
