Wealth Management Services

For advice and guidance, clients can turn to Benchmark Private Wealth Management, a Registered Investment Advisor and subsidiary of Benchmark Bank. Visit www.benchmarkpwm.com to learn more. Benchmark Private Wealth Management products are not FDIC insured, may lose value and are not bank guaranteed.

Our team at Benchmark Private Wealth Management stands ready to provide you with the personalized advice and guidance related to your wealth management needs. Dallas, Austin, Houston and the surrounding areas have enjoyed financial services offered by our parent company, Benchmark Bank, for over 50 years. Family owned and operated, you can trust that our dedicated financial professionals will take the time to understand your specific financial needs and goals; creating a tailored-made plan for you.

Benchmark Private Wealth Management offers its clients:

  • Wealth Management advice and planning
  • Investment plan execution and management
  • Performance reporting and review
  • Utilization of and coordination with your existing professionals
  • Learn more about Trust Services

When in the market for Wealth Management services, you can count on Benchmark Private Wealth Management. Give them a call or stop by their office today; our friendly financial experts look forward to providing you with the personalized attention your financial goals deserve.