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Asset Protection & Safekeeping

Seeking to protect your assets is a key component of any financial or estate plan. Asset protection planning is risk management in the event of a lawsuit that could target your assets. The professionals at F.N.B. Wealth Management seek to help you address those risks.

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Peace of Mind for Your Assets

Peace of mind
For anyone with substantial assets to protect, a comprehensive Asset Protection and Safekeeping Plan is critical to ensure that your hard-earned money stays where it belongs. If you have significant assets, we will work with you to seek ways to safeguard your property against claims arising from lawsuits or other potential creditors. The professionals at F.N.B. Wealth Management use professional and legal analysis to evaluate potential threats and assess potential solutions. Consider this long-term planning solution if you are someone with substantial assets that you seek to preserve for your family or other beneficiaries.

Part of a Comprehensive Plan

F.N.B. Wealth Management works with you to create a comprehensive plan which seeks to grow, protect and administer your assets. Contact your Relationship Advisor to develop a financial plan.

FNB's Unique Perspective

Your advisors evaluate your needs for financial planning, private banking services, trust services, retirement planning, estate planning, life insurance and risk management. We listen carefully to understand your goals and objectives and work with our in-house professionals to help deliver flexible results.

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1. Meet Our Staff

We have in-house professionals, CFPs®, and CFAs.*

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2. We Listen

We listen carefully to understand your goals and objectives.

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3. Deliver Results

We help deliver flexible results.

Wealth Management Disclosures and Resources

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Notices & Disclosures

F.N.B Investment Advisors, Inc. is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about us is also available on the SEC’s website at https://www.adviserinfo.sec.govRedirect icon, using CRD # 109515 and SEC # 801-56609.

*A CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is given to those who have completed the CFP® program administered by the CFP Board. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

*A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed acceptable work experience requirements and have completed the CFA Program, applied and been accepted by the CFA Institute. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

Products and services offered through F.N.B. Wealth Management, which refers to the combined offerings of First National Trust Company, F.N.B. Investment Advisors, Inc., and F.N.B. Investment Services (a marketing name for Cetera Investment Services LLC/Cetera Investment Advisers LLC). Investments are:  

Not FDIC Insured No Bank Guarantee May Lose Value
Not Insured by Any Federal Government Agency Not a Bank Deposit

F.N.B. Wealth Management does not provide legal, tax or accounting advice.

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