To offer our client’s a holistic approach to wealth management, First National Wealth Management now offers our Private Wealth Planning Service. This fee-only program is backed by a seasoned team of professionals that includes Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®) overseeing the investment side, a Certified Public Accountant (CPA) providing tax expertise, and an attorney for fiduciary and estate planning matters.

Working together with you and your existing professional advisors, we will proactively guide you through all aspects of the planning process and will deliver comprehensive and fully objective financial plans that are aligned with your goals, values, and beliefs.

World-class planning services – right in your back yard.
Our comprehensive Private Wealth Planning addresses six primary planning areas:

• Asset Allocation Optimization to reduce risk while potentially enhancing returns.

• Comprehensive Cash-flow Analysis for retirement or net worth planning with tax optimization strategies.

• Estate Analysis to address legacy goals and wealth transfer solutions.

• Business Planning for proper succession and monetization strategies.

• Insurance Analysis* including policy reviews to ensure long-term viability and appropriateness.

• Stock Option Planning for diversification, tax optimization monetization strategies.

Let First National help you build wealth.
For more information on First National Wealth Management’s Private Wealth Planning, contact us at 484.881.4091.

NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • NOT INSURED BY ANY FEDERAL
GOVERNMENT AGENCY • MAY LOSE VALUE

*Insurance products offered through either FN Insurance Services or FNB Insurance Services LLC., licensed insurance agencies. Financial Network is not affiliated with the First National Bank of Chester County. Financial Network and FN Insurance Services are affiliated. FNB Insurance Services LLC is affiliated with First National Bank of Chester County.