Skip to main content

Private Wealth


Financial planning is a complicated topic, and managing wealth for maximum growth and impact sometimes requires the support of a dedicated wealth management advisor.

Pursue specific financial outcomes


A wealth manager will review all aspects of your financial life to develop a thorough understanding of your needs, values and long-term goals and create a plan geared specifically toward the accumulation, preservation and transfer of wealth.



Family having fun at the beach. Family having fun at the beach.

A wealth manager can be instrumental in helping to ensure that financial decisions work towards your goals.

Investment and Trust Services

Tailor-made strategies to help you pursue your short-term and long-term financial goals.

Retirement Plan Services

You’ve got special dreams for retirement - it’s time to turn those dreams into reality.


Always know where you stand with Trustmark’s digital account management tool.

Tailored Wealth Relationship Managers


Work with qualified professionals who offer a convenient, centralized point of contact and a unified financial strategy.



Businessman and woman shaking hands in office corridor. Businessman and woman shaking hands in office corridor.


Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Trustmark Investment Advisors, Inc., is an SEC-registered investment adviser, a wholly-owned subsidiary of Trustmark National Bank, and a division of Trustmark Tailored Wealth. LPL Financial is not affiliated with Trustmark National Bank or Trustmark Investment Advisors, Inc.


Financial Planning services are offered through Trustmark Tailored Wealth, a division of Trustmark National Bank. Certain advisory products and services are offered through LPL Financial, a registered Investment Adviser.