Wealth Advisory Services

The Wealth Advisory Group at Clermont Wealth Strategies

For the busy business owner or professional, finding an advisor that truly understands the importance of balancing the cash flow and credit needs of their business and family, while helping them target their long-range financial objectives, can be a daunting task.

The Wealth Advisory Group at Clermont Wealth Strategies solves this by offering affluent clients comprehensive and highly personalized guidance on all matters of a client’s financial picture. A dedicated Wealth Advisor will coordinate a team of experts on behalf of the client to deliver:

  • Deposit and Credit programs specially designed for simplicity, ease of access and flexibility of usage to provide our clients with cash on a ready basis.
  • Cash Management and Working Capital programs to help an owner’s business maintain cash flow and optimized assets within a business.
  • Loan packages for personal or business needs that can have a more direct approval process.
  • Comprehensive Investment Management and Financial Planning that can ensure that long term plans don’t go astray.

For more information on the Wealth Advisory Group at Clermont Wealth Strategies, please visit www.clermontwealth.com.

Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation.

Securities and Insurance Products:
•Not FDIC-Insured •Not Insured by any Federal Government Agency
•No Financial Institution Guarantee •Subject to Risk •May Lose Value
•Not a Deposit