About Us

 

At FNCB Wealth Management Services, our goal is to make life easy again.  Our team of dedicated, experienced individuals, along with the commitment and resources provided by INVEST Financial Corporation, provides us the ability to bring you a world-class experience through prompt service, outstanding resources and state-of-the-art technology.

FNCB Wealth Management Services brings you access to well-researched advice, asset management, insurance and administrative services, as well as trust and estate strategies.  Through these services, our team will ensure all aspects of your financial well-being are working in your best interests.

At FNCB Wealth Management Services we take great pride in servicing our high net worth and institutional investment customers.  Since 1997, we have been a leading provider of business retirement plans in the region.  Through INVEST Financial Corporation, we are able to utilize the resources of the finest investment management, administrators and trust service providers available in the industry.  With over $250 million in retirement plan assets, our team strives to help companies offer cost-effective plans, efficiently designed to meet the evolving needs of both business owners and employees.

We have earned our reputation as a leader by maintaining a high level of professional integrity, building trust through long-term relationships and strict adherence to the fundamental principles of goals-based investing.  At FNCB Wealth Management Services, we believe that:

  • You are entitled to consistent and objective investment advice from knowledgeable professionals,
  • Investment advice should be appropriately aligned with your financial needs and goals, and
  • Your business should be conducted with representatives whose motivation is serving your best interests.

**Trust Services are offered through INVEST Trust Services and provided by Independent Trust Company of America. INVEST does not offer tax or legal advice and is not affiliated with Independent Trust Company of America.