Fifth Third Private Bank - Royce Weisner

Fifth Third Private Bank has been dedicated to serving families for over a century, specializing in goal-based financial planning through their Life360 process, which comprehensively assesses clients' financial situations. The bank offers a wide range of services including personal banking, commercial banking, wealth management, and investment solutions tailored to meet the diverse needs of its clients. As a member of the FDIC and an equal housing lender, Fifth Third Bank emphasizes the importance of risk management and diversification in investing. Their team of experienced professionals is committed to providing insightful guidance, although they advise clients to consult with tax or legal advisors before making significant financial decisions. Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Greensboro – open by appointment only – is here for you, serving the greater Greensboro Winston-Salem area or the Piedmont Triad, including High Point and Burlington. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.