Wealth Management Consulting1
A Personalized and Holistic Approach to Advanced Wealth Management
For over 150 years, WesBanco has helped people invest their money to preserve and grow wealth and achieve financial goals. With $4.7 billion in assets under management, WesBanco wealth management consulting can create a customizable plan for your growth portfolio. Our experienced investment consulting advisors work with you, financial institutions, attorneys, CPAs and brokers for an advanced wealth management approach.
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Investment Growth Resources
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Avoiding Inappropriate Investments
When investing, it’s essential to confirm the legitimacy of your investments and determine if they’re the right fit for your goals. Know how to spot and avoid fraudulent investments to keep your growth portfolio secure.
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Portfolio Building
Take a closer look at how to build a growth portfolio that performs best in a variety of fluctuating economic markets.
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Breaking Down Trusts
Should you place your money in a trust or a will? Discover the benefits of setting up a trust to preserve and grow wealth.