Wealth Management

Financial Services

At S&T Wealth Management, our number one priority is very simple ‐ to help you achieve your financial goals.

We offer full-service investment services and long-term financial planning through Investment Professionals, Inc. Our objective is to identify your goals and to help create a long-term plan to achieve them.

Experience tells us that having a broad investment product line is critical to managing money through a wide variety of market cycles. While no one can guarantee future performance, we believe that a disciplined investment strategy coupled with a variety of investment options is the foundation for a successful investment program.

Products and services we offer:

Equities: Stocks, over-the-counter stocks, options, and ETFs

Fixed income: Municipals, corporates, treasuries, government agencies, certificates of deposit (CDs), and money market accounts

Mutual funds: Open-end funds, ETFs, closed-end funds, and unit investment trusts

Separately managed accounts: Investment advice tailored to individual goals

Annuities/insurance: Annuities (fixed and variable), and life insurance

Financial/retirement planning: Financial planning, educational planning, 401(k), IRA, and SEPs

For more information, please call us at 800.446.0246.

NO BANK GUARANTEE OR DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE S&T Wealth Management is used to market various wealth management products and services. Investment management, trust, and fiduciary services are provided by S&T Bank. Securities, insurance products, and advisory services are offered through Investment Professionals Inc. (IPI), member FINRA/SIPC and an SEC registered investment advisor. IPI is not affiliated with S&T Bank.

Check the background of Investment Professionals, Inc. on FINRA's BrokerCheck.