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Investment Advisory Solutions

F.N.B. Wealth Management uses a team approach that seeks to plan for your goals and objectives, with the flexibility to design your portfolio based on your complex challenges and your changing needs. 

Relationship-oriented Investing

As a client of F.N.B. Wealth Management, your executive team has the opportunity to take advantage of our relationship-oriented group of investment professionals. We provide flexible solutions that seek to help you achieve your unique financial goals. Our team includes a Wealth Advisor, Portfolio Advisor and Relationship Advisor to deliver a high level of face-to-face personal service. We seek to help you plan for your evolving long-term needs.

Investment Advisory

Comprehensive Investment Strategies

We have solutions specific to executives. F.N.B. Wealth Management seeks to develop working relationships that assists our executive clients to make informed financial decisions on the complex issues they face. We help develop comprehensive investment strategies that align with your circumstances, evolving priorities and long-term goals. We develop a written Investment Policy Statement that defines the appropriate risk profile. This statement includes your goals and objectives, and is designed to create a portfolio tailored for your specific needs.

Professionals

Your advisors evaluate your needs for financial planning, private banking services, trust services, retirement planning, estate planning and life insurance/risk management. We do this by utilizing our in-house professionals: Certified Public Accountants, Certified Financial Planners and Chartered Financial Analysts. We listen to understand your goals and objectives, and deliver unbiased and flexible results.

Talk to the professionals at F.N.B. Wealth Management — offering comprehensive, flexible solutions to help you enjoy the fruits of your labor.

Key Features

  • Broad range of Solutions for Executives
  • Personal service
  • Customized investment policy
  • Flexible portfolio design

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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