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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 and life insurance/risk management. We do this by utilizing our in-house professionals: Certified Public Accountant, Certified Financial Planner and Chartered Financial Analyst. We listen carefully to understand your goals and objectives and help deliver flexible results.

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1. Meet Our Experts

We have in-house professionals, CPAs, 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 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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