Woodforest Wealth

Since 2000, Woodforest Wealth (WW) has provided customized wealth management solutions to individuals, businesses and non-profits. Assets under management are $2.47 billion as of March 2025. WW financial advisors have an average of > 20 years of financial industry experience and use their collective specialized knowledge to provide insightful guidance, while keeping professionalism, ethics and integrity at the forefront of all they do. We serve clients from nine locations: seven in Texas and two in Florida. WW is part of the Woodforest Financial Group, which includes Woodforest National Bank and its more than 700 branches in 17 states. Our practice uses Raymond James as its broker dealer. Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, an independent broker/dealer, and are not insured by bank insurance, FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principal. Woodforest Wealth and Woodforest National Bank® are not registered broker/dealers and are independent of Raymond James Financial Services. Woodforest Wealth is a division of Woodforest National Bank®. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.