Skip to main content
Fulton Private Bank logo
Fulton Private Bank logo

Wealth Management

Our goal is to help you reach yours.

Our focus is on your life and priorities. Not just your financial portfolio. That’s why we start with a client-focused approach to comprehensive wealth management. It means we put your objectives at the forefront of everything we do and our robust capabilities enable us to provide the products and services that align with your goals. 

A COLLABORATIVE APPROACH TO PLANNING, GROWING, AND PRESERVING YOUR WEALTH.

    • Get personal, one-to-one attention from your wealth advisor
    • Your wealth advisor, backed by our team of dedicated professionals will develop a customize plan to help reach your goals
    • Receive comprehensive advice and solutions in areas such as portfolio strategy and management, retirement, insurance, and trust and estates
    • Your plan is continually monitored, so as your situation or the market evolves, your plan can be adapted to meet those changes

     

    No matter where you are in life, we will be right there with you to help you create a better financial future.

    Areas of Expertise
    • Personal Relationships
    • Comprehensive Financial Planning
    • Portfolio Management
    • Advanced Strategic Planning
    • Long Term Care
    • Trust and Fiduciary Services
    • Business Succession Planning
    • Estate Settlement
    • Insurance

    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. 

     

    Read The Full Article >>

     

    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.

     

    Read The Full Article >> 


    EXPLORE ALL ARTICLES

    Start the conversation

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