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Fulton Private Bank logo

Fulton Private Bank

Personal wealth management to maximize your wealth of opportunities.

At Fulton Private Bank, we go beyond traditional banking and investment services to deliver something more meaningful—deep relationships built on trust, proactive guidance, and solutions tailored exclusively to your life and goals.

 

100+ years

in Fiduciary Business

55:1 or fewer 

Client-to-Wealth Advisor Ratio  

1,250+ Years  

Wealth Management Experience

91 Professional Designations including Ph.D, JD, LL.M in Taxation, CFA®, CFP®, CPA, CTFA®

Are you receiving truly personalized guidance, or just the same options offered to everyone else? We believe you deserve more: thoughtful, comprehensive strategies built around you.

We're Fulton Private Bank. We're right here, in your community, to maximize your wealth of opportunities.

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Wealth Management

We help you maximize your wealth’s potential, whether for business, retirement, philanthropy, or legacy planning.
Maximize Your Wealth Opportunities
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Investment Management

We empower our world-class financial advisors to deliver portfolios tailored to our client’s goals and values with an unbiased, and disciplined approach. 
Discover Tailored Investments
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Concierge Banking

You have direct access to a dedicated private banker and a team of experts to manage both day-to-day transactions and your broader financial goals.
Explore Concierge Banking
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Estate Planning

We serve as a true fiduciary, helping shape your legacy with expertise and resources to fulfill your vision for the future.
Shape Your Legacy

Wealth Planning With Purpose: From Philanthropy to Retirement Goals

Before diving into investment charts and asset allocation, it all starts with a single, powerful question: what is the purpose of your wealth? Whether your priorities lie in supporting future generations, funding philanthropic efforts, enjoying a carefree retirement, or preserving capital for your business, understanding your deeper “why” is essential. Find out how Fulton Private Bank can help you build financial momentum with proven strategies to achieve your “why”.

 

Customer Success Story: A Trusted Partner

A team of experts who know your name and your goals.

When a newly retired couple with $13 million in assets came to Fulton Private Bank, they thought their long-standing friend-turned-advisor had them covered. But after a full financial review with our team, they discovered missed opportunities—like tax-inefficient investments and charitable contributions from the wrong accounts.

“No one ever walked us through the big picture to realize how much we weren’t getting,” they said.

Now, they have one dedicated contact, a tax-aware plan, and a team building relationships with their family to help protect their legacy.

At Fulton Private Bank, we go beyond managing wealth—we make it personal.

Insights from our advisors:

What is Private Banking?

Private banking unlocks a wealth of opportunities and resources. But what is private banking, really? And more importantly, is it the right choice for you and your family?
Read More

A Strategic Review: Building wealth in any climate

Proactive financial management helps you adapt to changes and continue building wealth for a comfortable and secure future.
Read More
 
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