FNCB Wealth Management Services
Wealth Management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. FNCB Wealth Management Services has the necessary expertise and resources to help you attain your financial goals, whether it is planning for retirement, college funding, estate and trust planning or managing your investment portfolio.
For clients seeking investment portfolio management or professional asset management, FNCB Wealth Management Services offers, through Invest Financial Corporation, a comprehensive range of asset management services and retirement plan planning and investment options, as well as investment opportunities that range from no-load mutual funds to team-based multiple investment managers.
Every investment strategy and practice is aligned with our clients’ best interests and remains that way, unwavered by short-lived trends or market anomalies. Our Financial Advisors offer our clients the peace of mind that we have met challenges similar to theirs for many other clients. In addition, they are experienced in forming strong relationships with attorneys, accountants and other trusted advisors, ensuring a comprehensive solution to any need.
Regardless of why a client needs a wealth management plan, we understand that there are emotional as well as financial aspects to the decisions we help our clients make. With that in mind, we employ sound and proven strategies combined with unshaken discipline. Our wealth management services include:
- Strategic asset allocation and architecture
- Institutional asset management
- Equity investments
- Fixed income investments
- Mutual funds
- Liquidity management
- Fiduciary services
- Wealth protection and transfer
- Philanthropy
- Estate settlement and administration
- Alternative investments
- Employer retirement plan management, investments, and administration
FNCB Wealth Management Services and Invest Financial Corporation do not provide tax or legal advice.
Our personalized approach to wealth management ensures that each client’s plan meets his or her specific needs. Contact an FNCB Wealth Management Services Financial Advisor today… we are here to help!
Registered Representatives of Invest Financial Corporation (INVEST) member FINRA, SIPC, a registered broker-dealer and federally registered investment advisor, is not affiliated with FNCB Wealth Management Services. Securities, advisory services and certain insurance products offered through INVEST and affiliated insurance agencies are: Not insured by the FDIC * not a deposit or other obligation of, or guaranteed by, any bank * subject to risks including the possible loss of principal amount invested.
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