Personal & Professional Wealth Management1 Services for Physicians
Build your practice and your portfolio with personalized financial strategies from our wealth management team
Our Private Bankers have the knowledge and expertise to address the financial needs of your practice as well as your personal financial goals.
Customized Financial Solutions
The banking needs of medical professionals are quite diverse. You may need larger lines of credit to pay for expanding your practice, renovating your clinic or for continuing education and certifications. You may want to establish a 401k retirement plan for your staff, or you may need help with cash management. Whatever your specific concern, your Private Banker will make the professional connections necessary to provide customized, comprehensive and flexible financial solutions.
Our Private Bankers Make House Calls
A WesBanco Private Banker is your singular banking contact, delivering the highest level of personal service our institution has to offer. If you want to meet in your office between patient appointments, after hours, or through electronic means, we will accommodate you on your schedule. Once we get to know you, your practice and your financial needs, you’ll simply place a call when you need our assistance.
Your Private Banker will bring together a team of advisors who will work alongside your accountant, attorney and other outside advisors to develop customized strategies to simplify your financial life. Your WesBanco team may include a lead banker, specialized lenders, and wealth management1 professionals skilled in trust and estate planning as well as wealth and investment management.
Financial Strategies Designed to Grow With You
WesBanco Private Client Services has the knowledge and expertise to guide you through all phases of your practice and your personal financial needs. Your dedicated team will be here to assist you in the early years as you begin your career, and over time as you accumulate wealth, plan your retirement and transition your practice to the next generation.
A Strong Financial Foundation
As you embark on your career, it is important to create a solid financial beginning. We can help with:
Strategies for paying down student loans
100 % Home Financing2
Mid-Career Financial Management
You’ve worked hard to build your career. We can help you strengthen and secure your financial future through:
Asset-based loans and customized lending solutions
Planning for Retirement
As you begin to think about retirement and the next chapter of your life, we can help develop strategies to transition your practice and protect and build wealth. Learn more about our:
Business Transition Services
Trust and Estate Planning
WesBanco Bank, Inc. is a Member FDIC
1Wealth Management Services include WesBanco Trust and Investment Services (WTIS); WesBanco Securities, Inc. (WSI), a wholly owned subsidiary of WesBanco, Inc. and a member of FINRA and SIPC; and WesBanco Insurance Services, Inc. (WIS). WIS is licensed in the states of WV, PA, OH, KY, IN and FL. WTIS may invest in insured deposits and nondeposit investment products. WSI and WIS invest in nondeposit investment products. Nondeposit investment products are not insured by the FDIC, not bank guaranteed, not insured by any government entity and are subject to investment risk, including possible loss of principal amount invested.