Wealth Management

What We Do

Sophisticated Capabilities with Local, Personalized Service

The success of our clients ‐ individual and institutional ‐ underlies all that we do. It’s that single-minded commitment that characterizes the professionals within S&T Wealth Management. We ask questions, assess the state of your finances, and review various planning and investment options with you. We’ll spend as much time as it takes to ascertain your priorities.

Every step of the way, you’ll work alongside a team of knowledgeable professionals skilled in a broad range of financial disciplines. Our team approach ensures that your planning, investment, and trust needs are met in the most effective way possible. Our investment managers, for instance, manage several portfolios that have delivered consistently strong results during both bull and bear markets. The team members who will be working for you will be available to answer any questions and to handle any concerns you might have.

S&T Wealth Management gives you the benefits of our extensive resources and all the advantages that come with having ready access to professionals working in your community.

Crafting Solutions for Individuals and Families

Making the transition from where you are now financially to where you want to be several years from now is critical to you and your family’s future well-being. We believe that a coordinated, on-going, and customized approach to financial and investment matters is key to effective, long-term wealth building and preservation.

Planning is Key

You’ll work with locally based professionals from S&T Wealth Management. Initial meetings are simply an opportunity for us to get to know you better and to obtain an overview of your current situation. We’ll determine what you want to achieve ‐ long-term financial security for you and your loved ones, a steady stream of investment income, retirement security, a more diversified investment portfolio, or tax-efficient ways to pass on a family business.

It’s a comprehensive process, but one that will prove invaluable over the long term. We translate all the information you provide into an easily understood set of steps that can be applied immediately to your current situation. Your plan will outline a clear path toward achieving your financial goals.