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Trust and Fiduciary Solutions

A holistic approach to managing the wealth needs of your leadership team.

As a senior executive, you are looking to preserve, protect, and transfer wealth effectively. Trust and Fiduciary Solutions from F.N.B. Wealth Management offers flexible solutions that seek to plan for your financial goals.

A Team Approach

You and your executive team have unique concerns about the transfer of your wealth. Seeking to protect family wealth for generations to come is our focus. A team of credentialed individuals that includes Certified Financial Planners and Certified Trust and Financial Advisors work together to manage your wealth needs. As your fiduciary, we work on your behalf and provide all of the related services such as paying bills, record-keeping, and making distributions. We seek to address the complex issue of providing for your dependents and develop informed solutions.

Trust and Fiduciary Solutions

We Take the Long View

We work with you to develop a plan to assist in transferring assets to your family. Our team includes credentialed individuals including Certified Financial Planners and Certified Trust and Financial Advisors who work together to meet your specific objectives.

Full Service Fiduciaries

Whether its the routine tasks like paying bills, record-keeping, or the critical tasks of providing for dependents in a fair, objective, and consistent fashion, we take our fiduciary responsibility seriously and we work on your behalf to manage your assets.

With F.N.B. Wealth Management acting as your fiduciary, your family’s assets are managed in your best interest by trusted advisors. By working with us, we seek to minimize the frustration and confusion that is often faced by friends or family members tasked with serving in a fiduciary capacity.

Our Services

Our team works to ensure that your wealth is transferred effectively and efficiently, and that asset distribution is handled in a controlled and timely fashion. We manage record-keeping and bill payments on your behalf when a family member is unable to manage those functions. Additionally, we handle complying with any charitable instructions that may exist in accordance with your wishes.

Key Features

  • Broad range of Solutions for Executives
  • Team approach to providing support
  • Experienced with needs of executives
  • Fair, objective, and consistent service

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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