Log In Contact Us Locations Search Menu We invest exactly like our clients. Sound like someone you want to do business with? Schedule an Appointment Learn More With TRB Wealth Management, you won’t get hot stock tips or be sold the flavor of the month sector. Instead, we follow proven investment strategies that, over time, result in success for our clients. In good times and bad, we stick to the plan. Ready for success? Let’s talk about where you are, where you want to be, and how we can help you get there. What can we help you find? Investments & Retirement Trusts & Estates Meet Our Team Schedule an Appointment Avoid Hidden Fees Hidden fees can undermine even the best performing portfolio. TRB Wealth Management has a straightforward and transparent approach to fees. How much are you paying in fees? Schedule a Portfolio Health Check with an advisor. Schedule a Portfolio Health Check Time in the Market Have you met anyone that can predict the future? We haven’t either. Advisors are no different; they can’t predict what the market will do next. At TRB Wealth Management, it’s about time in the market not timing the market. Schedule A Time to Talk Meet Our Advisors Knowledge. Experience. Fiduciaries. As Registered Investment Advisors (RIA), our team is obligated to guide you to decisions that are in your best interest. In fact, we buy the exact same investments as our clients. Meet the Team Investment and insurance products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE TRB Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission Personal Banking Bank Accounts Savings Accounts Home Loans Loans & Credit Cards Online & Mobile Tools Business Banking Bank Accounts Loans & Credit Treasury Management International Private Banking Mortgage Purchase Refinance New Construction Wealth Management Retirement & Investments Trust & Estates Locations About Us Our Story Core Values Directors Officers Careers Investor Relations ATM Locations Resources Business Account Security How to Protect your Identity Intuit Order Checks Product Training Videos Request a Donation Security Tips Contact Us 956-682-2265 or 1-800-580-6536 Telebank 1-866-972-5430 To report lost or stolen debit card, call 1-800-554-8969 Routing Number: 114917335 Copyright © 2021 · Texas Regional Bank Member FDIC, Equal Housing Lender · Privacy Policy Website Design & Development by MPC Studios, Inc. Follow Texas Regional Bank on Facebook To view PDFs found on this website, Install Acrobat Reader Search for: