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Preserving Wealth

An average of 350,000 babies are born every day. Every now and then one of them rises up and changes the world. Moguls. Mavens. Leaders. Entrepreneurs. Call them what you will, but at S&T Wealth Management, we help all of them create a legacy that reverberates for generations.

At S&T Wealth Management, we give you decades of experience and take the time to build a relationship. Once we understand the legacy you want to create, we support your vision with estate and trust planning, gifting strategies, long-term care insurance, and much more. Our team also builds relationships with your attorneys, planners, and other advisors to optimize your financial plan, so you can enjoy your wealth.

We’ve helped clients take care of their family, give back to a university, support a nonprofit, and even save lives through donations to hospital systems. We believe that when it’s properly managed, one person’s wealth can create an enormous impact on hundreds, thousands, even millions of people. We’re honored to play a part in that by preserving not just your wealth, but your legacy.

We can help with:

  • Trust planning
  • Estate planning
  • Gifting strategies
  • Private foundations and charitable trusts
  • Trusts for minors
  • Long-term care insurance
  • Estate settlement
  • Tax savings strategies
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.