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Full-Service Approach1

A closer look at our full service approach.

Planning the financial future that you deserve raises tough questions. How much will I need for retirement? How much do I need to save? What types of investments would work best?

At WesBanco, we pride ourselves on helping people like you find answers to tough questions through the process of financial planning.

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See How Can WesBanco Help With:

  • Retirement Planning
  • Retirement Income Planning
  • Education Planning
  • Accumulation Planning
  • Insurance Planning
  • Estate Planning

What is WesTrak Financial Navigator?

WesTrak Financial Navigator is WesBanco Securities’ financial planning process to help you take control of your financial life. By employing professional planning methods and sophisticated computer analysis, we guide you through the steps to prepare for the future financial needs.

The WesTrak Financial Navigator process begins with a simple discussion with your WesBanco Securities advisor, who will help you define your goals and take inventory of your financial resources. You will then receive an easy to comprehend report that will help you understand your current financial situation and your progress toward reaching those goals. Based on this analysis, your advisor will then assist you in developing a plan of action.

How Can WesBanco Securities help you?

Your WesBanco Securities advisor will work with you to develop a personalized plan based on your investment goals. Using our WesTrak planning system, your advisor can provide you with guidance in the selection of appropriate financial vehicles.

How can WesTrak help me?

WesTrak will provide a comprehensive plan focused on one or more of the following aspects of your financial life.

Retirement Planning
Determine how much you need to save and how best to invest for a secure and comfortable retirement.

Retirement Income Planning
Once retired, you’ll need a plan for turning the savings you’ve accumulated into regular income.

Education Planning
Develop a plan for accumulating the funds earmarked for college education for your children or grandchildren.

Accumulation Planning
Prepare for large purchases by defining the goal and developing a plan of action.

Insurance Planning
Receive an assessment of whether your current life and disability insurance is adequate for your needs.

Estate Planning
Plan for the preservation of your lifetime investments and the efficient transfer of assets.

Business Continuity Plan
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