Wealth Management

Who We Are

S&T Wealth Management provides a single-source, integrated range of investment management, financial planning, employee benefit and trust services to individuals, businesses and institutional clients.

Combining the capabilities of the most sophisticated financial institutions with a personalized, client-oriented focus, S&T Wealth Management operates two units, each one structured to meet the specific needs of our clients based on their particular objectives:

Trust Services provides a full range of fee-based services ‐ investment management; financial, retirement and estate planning; and trust and fiduciary services. Each investment management portfolio is carefully constructed using both in-house investment expertise and products in coordination with more specialized investment products, such as international equity or hedge funds provided by outside investment partners.

Financial Services serves individuals in the wealth building and accumulation stage. Each client is assigned a dedicated financial consultant who provides them with comprehensive and integrated financial planning strategies and numerous investment options. Depending on their preference, clients can choose a managed account or an account in which they decide what securities to buy and sell for their portfolios.

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.

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