Invest In Your Future

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Online Investing

Begin your investing journey with just $500

It's Easy To Invest In Your Future!

We've partnered with MARSTONE, LLC1, a leading online investment platform, to help you start your financial journey to reach your goals.

Do-it-yourself tools help you quickly create, manage and track your personal investment portfolio. Discover how easy investing your money can be!

  • Low $500 account minumums
  • Personalized investments based on your future goals and risk tolerance
  • Portfolios designed by experienced professionals
  • Easy online tools and guided experience
  • Personalized dashboard to track all your accounts
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Dedicated Financial Advisors

Personalized wealth management and financial planning

A Long-Term Partnership Focused on You

Get to know our affiliate, WOODFOREST WEALTH STRATEGIES2, whose financial advisors provide comprehensive financial guidance and strategies with the exceptional service that you expect from the Woodforest family of companies.

Since 2000, this team has served as trusted advisors for individuals, businesses and organizations - each with a unique financial situation. Having a knowledgeable advisory team can help address crucial financial matters, including:

  • Helping maintain and grow your assets
  • Having enough money in retirement
  • Mitigating taxes3
  • Ensuring that heirs are taken care of
  • Selecting insurance solutions to reduce risk
 Marstone1Woodforest Wealth Strategies2
Personal Financial Advisor Green checkmark icon
Online Account AccessGreen checkmark iconGreen checkmark icon
Personalized Investment PortfolioGreen checkmark iconGreen checkmark icon
Performance Reports & BenchmarkingGreen checkmark iconGreen checkmark icon
Comprehensive Wealth Planning Green checkmark icon
Account Minimum$500$100,000 relationship minimum
Available toIndividualsIndividuals, Businesses, and Institutions

1Marstone, LLC is registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly in this document, will be profitable. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this communication serves as the receipt of, or a substitute for, personalized individual advice from Marstone or any other investment professional.

Investment products and services are offered through Marstone LLC, an SEC Registered Investment Adviser. Investment products are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Woodforest Financial Services, Inc. dba Woodforest Wealth Strategies and Woodforest National Bank are not registered investment advisers or registered broker/dealers and are independent of Marstone LLC.

Marstone, LLC ("Adviser") has entered into a referral agreement (the "Agreement") with Woodforest National Bank ("Institution") whereby Adviser will pay cash compensation to Institution and Woodforest Financial Services, Inc. d/b/a Woodforest Wealth Strategies("WFS") for Institution's introduction of prospective investors who engage Adviser to provide investment services managed, directly or indirectly, by Adviser or its affiliates. Neither Institution nor WFS is an investment advisory client of Adviser nor an investor in any of Adviser's investment products. Institution has a material conflict of interest in introducing prospective investors to Adviser because the compensation paid by Adviser to Institution under the Agreement incentivizes Institution to recommend that prospective investors invest with Adviser.

Referral Fees. Adviser, Institution, and WFS have entered this Agreement which allows Adviser to offer investment advisory and financial planning services to Institution clients. In return, Adviser pays the Institution and WFS a referral fee (the "Referral Fee"). The Referral Fee will be twenty-five percent (25%) of the fee owed to the Adviser under its client agreement once the assets under management on the Adviser's Platform received from Institution reaches $10,000,000. The Referral Fee will continue to be paid to the Institution and WFS as long as the Institution client is a client of the Adviser. This Referral Fee will be owed regardless of charge backs or claims of refund unrelated to Institution error or willful negligence. No cost will be added to the advisory fees that the client will pay for Adviser's services as a result of the fees paid to the Institution and WFS, and the client fee is the same as those charged to other clients of Adviser for similar services as further described in the Adviser's Form ADV Part 2A brochure. Adviser, Institution, and WFS are separate and distinct companies.

2Securities are offered through Raymond James Financial Services, Inc., Member FINRA /SIPC, an independent broker/dealer. Investment products are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Woodforest Financial Services, Inc. dba Woodforest Wealth Strategies and Woodforest National Bank are wholly owned subsidiaries of Woodforest Financial Group, Inc., and are not registered broker/dealers and are independent of Raymond James Financial Services. 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 of 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. Contact your local Raymond James office for information and availability.

3Raymond James financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Raymond James Privacy Notice

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© 2024 Woodforest National Bank
Member FDIC Equal Opportunity Employer - Equal Housing Lender Equal Housing Lender
Equal Opportunity Employer
Woodforest National Bank

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