join us - Wednesday, September 14, 2022

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Wine and Wisdom: connecting business owners with pre- and post-sale planning

We understand change is inevitable for business owners. In particular, a change in business ownership can be a pivotal point in the life of any business and can take on countless variations.

Whether expected or unexpected, a minority or majority stake, aligned interests or otherwise, having a trusted partner and a well-considered plan for change is paramount.

Our team at Veritex Bank tries to bring high quality partners to our clients on topics that we feel are important and timely. RGT Advisors has focused on 'planning' first with its clients since 1985 and we are hopeful that  you find their comments around "pre and post-sale planning" thought provoking and ultimately useful.

Private Banking Wine & Wisdom 09.14.22 (2)

About RGT Wealth Advisors

RGT Wealth Advisors is a Registered Investment Advisory in Texas and has been serving clients with the highest standards of integrity, excellence, and innovation since 1985. RGT simplifies the complex details of managing wealth so our clients can relax and enjoy their success. We focus on planning first, formulate innovative strategies, develop integrated financial independence plans, and implement personal investment portfolios that grow and evolve with our clients' ever-changing lives. RGT is a fee-only firm that provides conflict-free advice - always in our clients' best interests.

Click to lean more about our guest speakers from RGT Wealth Advisors, Stephen Novak and Heather Pesikoff.

Veritex at a Glance

Headquarted in Dallas, TX
Founded in 2010, completed IOP in 2014
Over 30 banking centers in Dalls-Fort Worth metroplex, greater Houston area
Home loan mortgage office in Dallas
One of the 10 largest banks headquartered in Texas
Fortune’s 100 Fastest Growing Companies in 2020 and 2021
Veritex Community Bank, headquartered in Dallas, TX

About Us

From day one, our goal was to build a bank that would be forever rooted in truth, transparency and uncompromising integrity. With that as a foundation, we went to work building this dream we call Veritex Community Bank. One day, we looked up from the proverbial grindstone and found ourselves ranked among the 10 largest banks headquartered in Texas.

This steady growth proves what we’ve been saying all along: If you work hard, remain truthful and treat people right, good things happen for all involved. For more than a decade now, we’ve been making good things happen for business and personal banking customers throughout Texas and beyond. We’d love to do the same for you. Let’s talk, today.

The Truth About Our Name

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Veritex is made up of two words: Veritas, which means truth, and, of course, Texas. Come see how we’re bringing truth and total transparency to Texas banking.

Malcolm-Holland
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Leadership

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Investor Relations

Truth in Texas Banking