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You're unique. Your plan should be too.

Expertly balancing all the financial elements in your life is the core of how our 360 approach to wealth management leads to success. Our highly-credentialed wealth advisors and planners collaborate with you to develop a strategy that encompasses a wide range of personal and professional goals.

True Wealth Management Expertise

The wealth advisors at Fulton Private Bank have the expertise to deliver the vision and guidance needed to provide you with unbiased investment solutions, liquidity strategies, estate guidance, retirement planning, financial planning,charitable giving, and more.

To help meet your unique wealth management needs, your personal wealth advisor, backed by a team of specialists─creates, monitors, and adjusts a focused strategy tailored just for you. You stay up-to-date and you stay in control.  

 

 

Areas of Expertise
  • Advanced Strategic Planning
  • Financial Planning
  • Portfolio Management
  • Trust and Fiduciary Services
  • Estate Settlement
  • Long term care
  • Charitable giving
  • Business Succession planning

Insights from our advisors:

 

5 COMMON MYTHS ABOUT PRENUPTIAL AGREEMENTS

Prenups can be a valuable tool to create clarity for couples today, who tend to be further in their careers and more financially established than in prior generations. 

 

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HOW TO FINANCE A COLLEGE EDUCATION

Fortunately, there are several resources available to help parents and students save for, and ultimately, finance a college education. But navigating this vast array of options can be a daunting task, especially the first time around.

 

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EXPLORE ALL ARTICLES

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You have unique needs and goals. We're looking forward to helping you reach them.