The primary purpose of FB&T Wealth Management is to provide access to investment advice, portfolio management and supervision as well as financial planning and consultation for its clients.

Portfolio Management Solutions:

• Portfolios are uniquely designed for each individual.
• Portfolio designs include a well diversified investment selection.
• Designs include a variety of investments of differing types, sectors, classes and styles.

Custodian and Investment Statements:

• Portfolio assets will be held by a designated custodian Pershing
• The custodian will send detailed account statements at least quarterly.

At the client's request, we can prepare a Report quarterly, semi-annually or annually as desired by the client.

The Report may contain:

• Overview of current economic conditions.
• Current portfolio valuations.
• Listing of all investments owned by the client.
• Specific investment recommendations.
• Explanation of any changes made within the portfolio.

We offer:

• Regular reviews with clients as requested.
• Direct access to our Financial Consultant.
• Easy to read statements and reports.

Securities are offered by and financial consultants are registered with UVEST Financial Services, member NASD and member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. UVEST and FB&T Wealth Management are independent entities.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit