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