Network·Family Office
📍 HOUSTON, TX
SEC CRD #801-119035
Wealth Management - Financial Planning from Texas Regional Bank Search for: Trust & Wealth Login Explore Our Services Our Approach Boutique services with a personalized focus on your family’s unique needs. Learn More Our Services Investment Management Learn More Estate & Trust Administration Learn More Holistic Wealth Strategy Learn More Family Office Services Learn More Institutional Services Learn More "Our mission is to provide families with the assurance that their wealth is guided by a team of highly skilled partners – trusted fiduciaries who combine expert stewardship with personalized strategies to honor their goals and safeguard their legacy with integrity and trust." Ben Fedorko President, TRB Trust & Wealth Management CONTACT Trust & Wealth Management (844) 221-8595 trbtrustandwealth@trb.bank Meet the Team INVESTMENT AND INSURANCE PRODUCTS ARE NOT A DEPOSIT / NOT FDIC INSURED / MAY LOSE VALUE / NOT BANK GUARANTEED / NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission Form CRS | Form ADV | Advisor Info TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management. Trust and Family Office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts. Stay Connected. Follow us on Privacy
BRIAN CAFFERKY
CHIEF COMPLIANCE OFFICER
📞 (832) 810-3565
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$3.7B
Location
HOUSTON, TX
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.