Foundations
F.N.B. Wealth Management has experience working with foundations to develop customized investment solutions consistent with goals and policies.
F.N.B. Wealth Management has experience working with foundations to develop customized investment solutions consistent with goals and policies.
Your foundation has financial objectives and F.N.B. Wealth Management seeks to help you get there. We understand the unique challenges you face and seek to work with you to plan for your financial goals. Our strategies are as unique as your foundation is and we work with you to plan practical solutions for immediate needs while developing a strategy to plan for your long-term goals.
Your foundation is dedicated to a mission. We are dedicated to helping you plan for your financial objectives. F.N.B. Wealth Management has experience working with foundations. We develop an understanding of your unique needs and circumstances then work with you to implement an investment strategy that is consistent with the goals of the foundation. We seek to offer you cost-effective investment solutions and adjust investment strategies through economic cycles.
Our locally based investment professionals allow for on-demand access and individualized service. We offer online account access and electronic safekeeping of documents. Partner with an investment manager that’s as committed to your mission as you are. F.N.B. Wealth Management can help your foundation plan for its financial future.
1Products and services offered through F.N.B. Wealth Management, which refers to the combined offerings of First National Trust Company and F.N.B. Investment Services (a marketing name for Cetera Investment Services LLC/Cetera Investment Advisers LLC). Located at: 626 Washington Place Pittsburgh, PA 15219 / 1-877-871-7680.
2F.N.B. Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA
/SIPC.Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at https://cetera.com/
Check the background of a F.N.B. Investment Services professional on FINRA’s BrokerCheck. Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan
Investments are:
| Not FDIC/NCUSIF Insured | Not Financial Institution Guaranteed | May Lose Value |
| Not Insured by Any Federal Government Agency | Not a Bank Deposit | |
For more information about F.N.B. Wealt Management's alternative sweep product, please refer to: FNB Daily Disclosures
.
F.N.B. Wealth Management does not provide legal, tax or accounting advice.
*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 Certified Trust and Fiduciary Advisor (CTFA) designation is given to those who have met eligibility requirements and passed the CFTA examination administered by the American Bankers Association (ABA).
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