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 experience and resources to help you pursue 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 guidance or professional asset management, FNCB Wealth Management Services offers, through LPL Financial, 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 client's best interests and remains that way, unwavered by short-lived trends or market anomalies. Our Financial Advisors offer our clients the confidence 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 strategy 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 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