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:
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 our team by clicking here.
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
