{"id":296,"date":"2023-07-06T19:23:12","date_gmt":"2023-07-06T19:23:12","guid":{"rendered":"https:\/\/first-exchange-bank.flywheelsites.com\/?page_id=296"},"modified":"2024-04-15T19:52:07","modified_gmt":"2024-04-15T19:52:07","slug":"wealth-services","status":"publish","type":"page","link":"https:\/\/www.firstexchangebank.com\/wealth-services\/","title":{"rendered":"Wealth Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"296\" class=\"elementor elementor-296\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8cf32cf e-con-full e-flex e-con e-parent\" data-id=\"8cf32cf\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" data-e-bg-lazyload=\"\" data-core-v316-plus=\"true\">\n\t\t<div class=\"elementor-element elementor-element-6d5127f e-flex e-con-boxed e-con e-child\" data-id=\"6d5127f\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-587b957 elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"587b957\" data-element_type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 13-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">Wealth Services<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6c4ea36 e-flex e-con-boxed e-con e-parent\" data-id=\"6c4ea36\" data-element_type=\"container\" data-core-v316-plus=\"true\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cb63fe3 elementor-widget elementor-widget-heading\" data-id=\"cb63fe3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">First Exchange Wealth Management<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d02a11 elementor-widget elementor-widget-heading\" data-id=\"8d02a11\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Financial advice to help achieve your goals\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ae7f444 elementor-widget elementor-widget-text-editor\" data-id=\"ae7f444\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 13-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\tFirst Exchange Bank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisors at First Exchange Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC are available at several\u00a0<a href=\"\/about-us\/locations-and-hours\/\">branch locations<\/a>\u00a0to speak with you about your unique financial situation and goals.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a85ce89 elementor-widget elementor-widget-heading\" data-id=\"a85ce89\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Why work with a financial advisor?<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be09ead elementor-widget elementor-widget-text-editor\" data-id=\"be09ead\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>You work hard for what you earn \u2014 make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime\u2013access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-56fb3d5 elementor-widget elementor-widget-heading\" data-id=\"56fb3d5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">A comprehensive approach<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-667c76d elementor-widget elementor-widget-text-editor\" data-id=\"667c76d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what\u2019s important today, while planning for a confident financial future.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f8f2b5 elementor-widget elementor-widget-heading\" data-id=\"6f8f2b5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Solutions and advice aligned to you<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e065b3a elementor-widget elementor-widget-text-editor\" data-id=\"e065b3a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Through Ameriprise Financial, you\u2019ll have access to wide-ranging advice \u2014 from customized investment recommendations and asset allocation strategies, to comprehensive financial planning that covers key aspects of your financial life \u2014 to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f1a2f4a elementor-widget elementor-widget-heading\" data-id=\"f1a2f4a\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Products and services available through Ameriprise Financial<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-192048a elementor-widget elementor-widget-text-editor\" data-id=\"192048a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li>Financial planning<\/li><li>Retirement planning<\/li><li>Investments<\/li><li>Funding education expenses<\/li><li>Insurance and annuities<\/li><li>Estate planning strategies<\/li><li>Retirement income strategies<\/li><li>Tax planning strategies<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14fdf32 elementor-widget elementor-widget-heading\" data-id=\"14fdf32\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Financial Advisor<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c9b29c6 elementor-widget elementor-widget-text-editor\" data-id=\"c9b29c6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Meet our financial advisor:\u00a0<\/p><p style=\"padding-left: 40px;\">Robert Arteaga<br \/><a href=\"tel:13042841700\">304.284.1700<\/a> ext. 3110<br \/><a href=\"mailto:robert.arteaga@ampf.com\">Email<\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b5f410 elementor-widget elementor-widget-heading\" data-id=\"2b5f410\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">About Ameriprise Financial <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77767e5 elementor-widget elementor-widget-text-editor\" data-id=\"77767e5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>As a longstanding leader in financial planning and advice,\u00a0<a class=\"external\" href=\"https:\/\/www.ameriprise.com\/\" target=\"_blank\" rel=\"noopener\">Ameriprise Financial helps<\/a>\u00a0clients navigate the present without losing sight of the future.<\/p><p>Ameriprise Financial has remained true to its vision of putting its clients&#8217; interests first for more than 130 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients<sup>1<\/sup>, with more than $1 trillion in assets under management and administration.<sup>2<\/sup><\/p><p>View the Ameriprise\u00a0<a class=\"external\" href=\"https:\/\/brokercheck.finra.org\/firm\/summary\/6363\" target=\"_blank\" rel=\"noopener\">FINRA BrokerCheck<\/a>\u00a0listing.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0be3ddc elementor-widget elementor-widget-heading\" data-id=\"0be3ddc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Company Reports<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d7bdd32 elementor-widget elementor-widget-heading\" data-id=\"d7bdd32\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<p class=\"elementor-heading-title elementor-size-default\">1 Company Report<br>2 Company data, as of Q4 2023<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2598f00 elementor-widget elementor-widget-text-editor\" data-id=\"2598f00\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on&nbsp;<a class=\"external\" href=\"https:\/\/www.ameriprise.com\/customer-service\/account-forms\/client-agreements-and-product-disclosures?vanity=sec-disclosure&amp;#sec\">ameriprise.com\/sec-disclosure.&nbsp;&nbsp;<\/a><\/p>\n<p><span style=\"font-weight: bolder;\">Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.<\/span><\/p>\n<p>Ameriprise Financial Services partners with financial institutions to provide investment advisory, brokerage and insurance services to their clients. This is a contractual relationship, which earns the financial institution compensation from Ameriprise for successful referrals. In most cases, the financial institution also receives a majority of the commissions and fees generated by Ameriprise financial advisors for the services noted above. This applies as long as the referred client maintains a relationship with Ameriprise. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These incentives create a conflict of interest.<\/p>\n<p>Ameriprise Financial cannot guarantee future financial results.<\/p>\n<p>Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor\u2019s practice fee schedule. Your fees and financial advisor may be subject to change.<\/p>\n<p>Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.&nbsp;<\/p>\n<p>Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.<\/p>\n<p>Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.&nbsp;<\/p>\n<p>Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.&nbsp;<\/p>\n<p>\u00a9 2024 Ameriprise Financial, Inc. All rights reserved.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>First Exchange Wealth Management Financial advice to help achieve your goals First Exchange Bank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisors [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4070,"parent":0,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wealth Management | First Exchange Bank - North-Central West Virginia<\/title>\n<meta name=\"description\" content=\"First Exchange Bank offers wealth management services through Ameriprise Financial. 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