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Wealth Management

Wealth Management

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IBERIA 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.

Investment Products