Wealth Management
Log in to your IBERIA Wealth Advisors accountIBERIA Wealth Advisors
IBERIA Wealth Advisors (IWA) provides comprehensive fee-based wealth management and trust services for high net worth individuals, their families, corporations, pension funds, foundations, endowments, and public and private institutions.
Wealth Management Solutions
- Investment Management: Asset Allocation, Developing Personalized Investment Policies, Separate Account Management, Creating Custom Portfolio Design, Monitoring and Rebalancing Portfolios
- Targeted Investment Strategies: Total Return Strategies, Income Strategies, Absolute Return Strategies
- Trust and Estate Planning: Administration of Estates and Trusts, Advice on Estate Planning, Integrating Investment and Estate Plans
- Other Services: Timber Management, Oil & Gas/Minerals Management, Bill Payment, Integration with Bank Products and Services
Key Products and Services
We provide our clients with comprehensive Wealth Management and Trust solutions, including:
- Investment Management
- Estate Planning
- Tax Planning
- Trust Administration
- Business Succession Planning
- Financial Planning
- Charitable Planning
- Estate Administration
For more information, please visit www.iberiawealth.com or contact us at 1-800-667-6176.
