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Financial and Estate Planning

Helping executives plan for now and for the future.

We help corporate leaders by working with you to develop your financial strategy and create a comprehensive estate plan to manage your personal assets. 

Strategies as Unique as You Are

Financial and Estate Planning executive solutions offered by F.N.B. Wealth Management focus on developing a strategy that is as unique as you are. We understand the complex challenges faced by executives and use a holistic approach to know and understand your current and long-term goals. Our focus is to work with you to plan practical solutions for your immediate needs while developing a long-term strategy to help assist you in meeting your financial objectives. 

Financial and Estate Planning

Comprehensive Solutions

As a client of F.N.B. Wealth Management, you can offer your leadership team the opportunity to take advantage of our services. We understand the more complex financial challenges facing executives and the possibility of expanding wealth as well as assisting in the protection and distribution of assets in the future. When it comes to preserving, expanding, and protecting your assets, the Financial and Estate Planners at F.N.B. Wealth Management.

Professionals

Our professionals can assist you in planning for your financial goals with professional service that will help to meet your objectives. We offer a full range of investment products and services and give you access to a wide array of financial solutions. When it comes to your estate, we help you plan for the future and review your plan periodically to adjust for changes in your life. We assist you in planning for your investment objectives now and for the future.

Key Features

  • Broad range of Solutions for Executives
  • Investment, retirement, and estate planning
  • Wide array of investment solutions
  • Transfer wealth in tax-efficient manner

Wealth Management Resources

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Notices & Disclosures

F.N.B Investment Advisors, Inc. is a federally 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.

Products and services offered through F.N.B. Wealth Management. 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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