A closer look at our full service approach.
Planning the financial future that you deserve raises tough questions. How much
will I need for retirement? How much do I need to save? What types of investments
would work best?
At WesBanco, we pride ourselves on helping people like you find answers to tough
questions through the process of financial planning.
What is WesTrak Financial Navigator?
WesTrak Financial Navigator is WesBanco Securities’ financial planning process to
help you take control of your financial life. By employing professional planning
methods and sophisticated computer analysis, we guide you through the steps to prepare
for the future financial needs.
The WesTrak Financial Navigator process begins with a simple discussion with
your WesBanco Securities advisor, who will help you define your goals and take inventory
of your financial resources. You will then receive an easy to comprehend report
that will help you understand your current financial situation and your progress
toward reaching those goals. Based on this analysis, your advisor will then assist
you in developing a plan of action.
How Can WesBanco Securities help you?
Your WesBanco Securities advisor will work with you to develop a personalized plan
based on your investment goals. Using our WesTrak planning system, your advisor
can provide you with guidance in the selection of appropriate financial vehicles.
How can WesTrak help me?
WesTrak will provide a comprehensive plan focused on one or more of the following
aspects of your financial life.
Determine how much you need to save and how best to invest for a secure and comfortable
Retirement Income Planning
Once retired, you’ll need a plan for turning the savings you’ve accumulated intoregular
Develop a plan for accumulating the funds earmarked for college education for your
children or grandchildren.
Prepare for large purchases by defining the goal and developing a plan of action.
Receive an assessment of whether your current life and disability insurance is adequate
for your needs.
Plan for the preservation of your lifetime investments and the efficient transfer
Ready to take the first step? Contact one of the financial advisors in the "Our
Securities offered through WesBanco Securities, Inc. a U.S. broker/dealer and a
Not a deposit Not FDIC insured
Not insured by any federal government agency
Not guaranteed by the bank May go down in value
Explore your own financial information in greater detail by using these powerful
tools for forecasting and assessing your financial choices.