Taxes

• Tax Planning
  Tax planning and investment rebalancing are essential year-end strategies that can help you make the most of your portfolio while optimizing for tax efficiency.
• Estate Taxes
• Income Tax

Investment

• Investment Management
  Your WesBanco Private Banker will serve as your primary point of contact and ensure you receive the highest level of personal guidance and advice for all of your financial goals. From managing assets for your business, daily cash management, or investment management as you head into retirement, we’re here to support you with customized solutions to address both personal and professional financial needs. Find a Private Banker
• Mutual Funds
  As logical as it might seem to look for the perfect stock, bond, or mutual fund and make it your investment of choice, that’s not the best approach to meeting your financial goals. No single investment, or type of investments, provides a strong return year in and year out.
• Wealth Management
  Our WesBanco Private Bankers can help you meet a broad range of financial needs and ensure you receive the highest level of personal wealth management, guidance and advice for all of your financial goals. Whether you need cash management solutions for your business, specialized personal lending or wealth management services

Planning

• Financial Planning
  Enjoy a customized banking experience with WesBanco Private Client Services. For those with sophisticated asset and wealth management needs, our Private Bankers can develop customized depository and lending solutions and provide client-focused financial planning and investment management to help you get results and achieve your specific financial goals. Learn More
• Retirement Planning
• Long Term Care
• Mortgage Refinancing
  Borrow a portion of the home’s equity. Generally, most homes will increase in value over time, and are therefore a great resource to draw from when extra funds are needed. Mortgage refinancing, or borrowing through a home equity line of credit, allows you to draw on the value of your home for other expenditures. The funds available from the refinanced home loan are yours to allocate—they could go towards home improvements, college tuition, consolidating other debt, or simply taking a much needed vacation.
• Asset Protection