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
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
- Estate settlement and administration
- Alternative investments
- Employer retirement plan management, investments, and
FNCB Wealth Management Services and INVEST Financial Corporation
do not provide tax or legal advice.
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 Representative of
INVEST Financial Corporation, member
FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with First National Community Bank or FNCB Wealth Management Services. Products 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.
This site is for informational purposes only
and is not intended to be a solicitation or offering of any
Representatives of a broker-dealer
(“BD”) or investment advisor (“IA”) may only conduct business in
a state if the representatives and the BD or IA they represent
(a) satisfy the qualification requirements of, and are approved
to do business by, the state; or (b) are excluded from the
state’s licensure requirements.
Representatives of a BD or
IA are deemed to conduct business in a state to the extent that
they provide individualized responses to investor inquiries that
involve (a) effecting, or attempting to effect, transactions in
securities; or (b) rendering personalized investment advice for
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.