WealthPlus

Access Accounts

A higher level of service. A higher level of trust. 

As a boutique wealth management practice, WealthPlus offers exceptionally personal wealth management services and investment strategies. That begins with building relationships, not pie charts. From optimizing charitable giving to  providing a legacy for generations to come, we take the time to understand your goals, concerns and values. Then we work steadfastly in order to  remain on track – and in tune with you. 

Investment Advisory 

We develop personal investment strategies for clients who wish to build wealth through asset growth or for clients whose goals are to preserve accumulated wealth and achieve absolute returns. Depending on market conditions and economic outlook, our investment processes seek opportunity by employing multiple asset classes.

Annuities and Insurance

Your Financial Advisor will help you sort through the complex world of annuities and life insurance to help you determine which may be appropriate for you, based on your specific needs and financial goals.

WealthPlus Team

Check the background of the investment professionals associated with this site on FINRA's   BrokerCheck.

Investing involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member  FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. BankPlus and WealthPlus are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WealthPlus, and may also be employees of BankPlus.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BankPlus or WealthPlus. 

Securities and insurance offered through LPL or its affiliates are:


This site is designed for U.S. residents only. The services offered within the site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.