Professional Financial Planning
Financial planning is an important process to help you and your family reach specific
goals. We have experienced a myriad of circumstances that have presented challenges
to clients that benefited from our unbiased approach.
We live in a global economy that is increasingly impacted by geopolitical events.
Many individuals do not have the resources and background to be able to anticipate
the impact of these events on their financial well being. We offer access to a wide
array of mutual funds and separately managed accounts. Through a disciplined, active
investment approach, we are able to design a portfolio strategy that will achieve
Your personal financial plan will be based on your assets and family situation,
and it will address both immediate and long-range concerns. Periodically we will
review your plan with respect to changes in your circumstances to ensure that it
does exactly what's best for you.
WesBanco's trust officers will work with you, your attorney, your accountant, and
other appropriate advisors to develop a financial plan that is tailor-made for you.
And once you have an account set up with WesBanco you can view your account online
Not a deposit Not FDIC insured
Not insured by any federal government agency
Not guaranteed by the bank May go down in value
Explore your own financial information in greater detail by using these powerful
tools for forecasting and assessing your financial choices.