Start Your Investing Journey with Smart Portfolio FOR FREE Learn More

Secure Your Family’s Future with Us

Personalized Financial Guidance

Our experienced advisors will work closely with you to develop a customized retirement plan that aligns with your goals and risk tolerance.

Comprehensive Retirement Solutions

From traditional and Roth IRAs to investment management and estate planning, we offer a wide range of services to help you secure your financial future.

Strong Financial Stability

Trust in a reputable financial institution with a strong track record of delivering exceptional service.

Retirement planning services for Amerant Investment customers

Retirement Planning

Taking retirement planning seriously has many advantages. It enhances overall financial security and stability by preventing retirees from outliving their money.

Various investments and assets are available for building a retirement portfolio. People can choose based on risk tolerance, time until retirement, taxes, etc. These include domestic and international stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, private equity, hedge funds, and other alternative investments.

Amerant’s advisors are prepared to collaborate with clients, using helpful planning tools and offering personalized advice to choose appropriate investment vehicles, and achieve your financial goals.

Learn More
Educational planning services for Amerant Investment customers

Education Planning

Our Education Services will help you understand the costs associated with financing an education and navigate the application and repayment process.

You can begin to invest in education for yourself or someone else with a plan that offers tax advantages because your earnings aren’t charged federal income tax. Contribute as much as you want within the set limit, and let your earnings grow free from federal income tax. You can also decide how much you want to take out and when.

Need help deciding the best steps for education planning? Get support from a dedicated Wealth Management Advisor.

Learn More

What’s Your Goal?

Speak to Someone

Speak to Someone
Review Investments

Review Investments

Services to Build Generational Wealth

A person works on a laptop to apply online for Amerant's retirement savings to help prepare for the future.

Investment Management

Our firm helps clients build and maintain diversified portfolios aligned with their goals, risk tolerance, and time horizon. The team utilizes market analysis and strategic asset allocation to maximize potential returns while managing risk.

Retirement Planning

The firm guides clients in taking control of their future through retirement planning that accounts for lifestyle goals, savings capacity, and retirement timeline. Advisors help navigate pension options, Social Security benefits, and retirement account distributions.

Education Planning

Our advisors assist families in securing their children’s academic future through strategic education planning and tax-advantaged savings vehicles like 529 plans. Advisors estimate future education costs and develop systematic savings approaches.

Questions You May Have About Wealth Planning

Amerant Investments offers a diverse set of investing options including Mutual Funds, Exchange-traded Funds (ETFs), Individual Stocks and Fixed Income Investments.

Amerant Investments can help you with your retirement planning needs. Get in touch with one of our wealth advisors today.

Investment services are provided by Amerant Investments, Inc., an SEC-registered broker-dealer and member of FINRA and SIPC.

Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. Amerant Investments, Inc. may not provide investment advisory services to any resident of states in which the Adviser is not registered. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Amerant Investments, Inc.’s ADV Part 2 and firm brochure for additional information and risks.

Investments are not insured by the FDIC or other government agencies, not bank guaranteed, and may lose value.