A plan for your wealth that’s as unique and dynamic as your life.
Financial balance requires a strategy that supports your priorities in life and your investment portfolio. We can help you seize opportunities and build upon the incredible financial momentum you’ve created. We guide you with unbiased investment solutions, liquidity strategies, estate guidance, retirement planning, financial planning, charitable giving, and more.
Your Fulton Private Bank financial advisor has a big-picture understanding of your financial life and a dedication to the details of managing your wealth. Your wealth advisor is backed by a team of highly credentialed wealth managers and financial specialists. We match the expertise of the best in the industry—only we’re right here in your community. Our strength is in delivering expert guidance and personal solutions tailored to your life and legacy.
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"If your goal is to get your financial affairs in order, the very first question you should ask yourself is, what is the purpose of your wealth?”
–Dara Bachman, EVP, President, Fulton Private Bank |
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A Dedicated Wealth Advisor
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Comprehensive Financial Planning
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Portfolio Management
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Long Term Care
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Trust and Fiduciary Services
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Business Succession Planning
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Estate Settlement
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Insurance
High earners and savers who are on track to have significant wealth by retirement can benefit from our guidance now. We want to help you build financial momentum through strategies such as increasing investment and retirement contributions and reducing your tax obligations. Find out if Fulton Private Bank is right for you.
Sophisticated wealth management, personalized banking, and more. Right here, in your community.
Learn how personal wealth management can maximize your wealth of opportunities.
