Happy Trust Company

Wealth & Legacy Planning

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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

Let us know how we can help.

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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

Happy Trust Company

Wealth & Legacy Planning

Building wealth for a lasting legacy.

Investment Management

Retirement Services

Trust Administration

Estate Administration

Specialty Asset Management and Fiduciary Services

Take the Fear Out of Investing

Determine Your Risk Tolerance

Matter of Trust & Market Review

I AM HAPPY

MEGAN L. SIMANK

Senior VP, Senior Trust Officer

Let us know how we can help.

Need help now?

Disclosures

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