WealthPlus is a separate high-net-worth wealth management group under the BankPlus Wealth Management umbrella...
We have worked with over one hundred corporate retirement programs---defined contribution, defined benefit and non-qualified. We approach retirement plans from the owner's perspective: What is the purpose of the plan? Who does it benefit? What are realistic funding expectations? How do we measure success for your plan? Understanding the big picture allows us to generate full value to the business owner for the time, effort and resources a successful retirement plan requires.