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Happy Trust Company

Wealth & Legacy Planning

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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

    JOBY MILLS

    Senior VP, Director of Trust Services

    “I’ve been part of the Happy Community for many years, and one thing I love most about this bank is how we have a direct connection to the lives of others. We’re not just a transaction. We’re an opportunity to help enrich someone’s well-being. That’s something you won’t find at any other bank.”

    Meet the Team
  • I AM HAPPY

    BRYAN LIMMER

    Senior VP, Senior Trust Officer

    “I’ve been a trust administrator for 27 years, with over 6 years at Happy State Bank.  The most gratifying aspect of working at Happy Trust Company is assisting in the planning, implementing and fulfilling of the financial future for our clients and their families.  The culture at Happy makes it easy to develop family-type relationships with our customers.”

    Meet the Team

Let us know how we can help.

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  • I'm interested in
    • Investment Management
    • Retirement Services
    • Trust Administration
    • Estate Administration
    • Special Asset Management
    • General Trust Services

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Need help now?

Fort Worth
817-989-3960
Kerrville
830-353-6775

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