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Happy State Bank logo.

Happy Trust Company

Wealth & Legacy Planning

Access Your Account
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Building wealth for a lasting legacy.

Happy Trust Company is here to help construct a plan for your investment success and then walk alongside you to ensure the plan is carried out.

Investment Management

Our team of professional portfolio managers will work with you to build a customized portfolio suited to your specific needs.

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Retirement Services

Let us meet both your long-term retirement needs and financial legacy planning goals.

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Trust Administration

Our experienced team is capable of managing a variety of revocable and irrevocable trusts.

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Estate Administration

Gain peace of mind knowing we have experienced professionals to administer your estate in
a neutral and unbiased manner.

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Specialty Asset Management and Fiduciary Services

Confidentiality and discretion by our experienced team keeps your accounts safe.

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Take the Fear Out of Investing

Determine Your Risk Tolerance

Everyone has a different tolerance for risk. Determining how fast you’re comfortable traveling on your investment journey is the first step in helping our financial professionals develop an investment strategy that’s perfect for you.

What's your risk number?

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Matter of Trust & Market Review

Read more about our client-focused process and philosophy in our quarterly newsletter and market review.

  • I AM HAPPY

    MEGAN L. SIMANK

    Senior VP, Senior Trust Officer

    “I’ve been with Happy for over a year now, working in the beautiful Texas Hill Country. My role is deeply rooted in building meaningful relationships. I delight in the opportunity to sit down with my team and our clients over a cup of coffee for planning, problem solving and fellowship. I love serving as an advisor and a friend. I am proud to work for an institution that cares deeply for people–both clients and colleagues alike.  A true Happy experience is one of trust, dependability and personalized service; and it is one I believe our team can provide with each and every client relationship.”

    Meet the Team
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Let us know how we can help.

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Need help now?

Amarillo
806-356-8787
Austin/Round Rock
737-220-9178
Dallas
972-407-4944
Fort Worth
817-989-3945
Lubbock
806-788-2443
Texas Hill Country
830-331-6730

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Visit our Centennial Trust Division
Disclosures
1 NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE

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