Comprehensive Planning
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.
- 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:
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5 COMMON MYTHS ABOUT PRENUPTIAL AGREEMENTS
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HOW TO FINANCE A COLLEGE EDUCATION
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