Goals-Based Financial Planning

Your goals and what is important to you are the foundation of our planning process. We have built a process to help you identify and establish your goals, assess where you are today, and plan for wherever life leads you. Whether your goals are to build, preserve, or transfer your wealth, we can help you get there.

Our team is ready to work with you.

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Organizing Your Financial Life

We provide proactive and expert advice supported by a broad array of wealth management capabilities. We are here to help you achieve your financial goals and dreams.

 

Our Process 

First, we listen.
Your team will listen and work with you to identify your goals, expectations and concerns for you, your family, and your business.

Next, we work with you to build a customized plan.
We focus on your goals and what is important to you, but also address the unexpected and areas beyond your control. Your team will help you tailor a plan with solutions that will enable you to be confident about your financial future.

Then, we measure progress.
With Hancock Whitney Wealth Manager you can monitor and even manage your progress towards your goals—anywhere, anytime.

Above all, we partner with you.
We not only focus on your goals and what is important to you, but we also help you plan for unforeseen events and situations beyond your control.

Introducing the Hancock Whitney Wealth Manager

The Wealth Manager is a sophisticated online platform that puts monitoring and management of your financial future in your hands. This intuitive online platform helps you organize your financial life.

Explore the Wealth Manager

Why Hancock Whitney?

Your dreams can’t wait.

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Banking products and services are provided by Hancock Whitney Bank, Member FDIC and Equal Housing Lender. Normal credit criteria, terms and conditions apply.

Hancock Whitney Bank offers investment products, which may include asset management accounts as part of its Wealth Management Services.

Other investment products and services, such as brokerage, advisory accounts, annuities, and insurance are offered through Hancock Whitney Investment Services, Inc., a registered broker/dealer, member FINRA/SIPC and an SEC Registered Investment Advisor.

Corporate Underwriting is offered through Hancock Whitney Investment Services, Inc. Hancock Whitney Bank offers investment products as part of its Institutional Asset Management Services.

Hancock Whitney Bank and Hancock Whitney Investment Services Inc. are both wholly owned subsidiaries of Hancock Whitney Corporation.

Investment and Insurance Products:

NO BANK GUARANTEE NOT A DEPOSIT MAY LOSE VALUE NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY