Private Wealth Management Group
(800) 585-9888
FIRST comes TRUST!

 There are nearly 300,000 Financial Advisors in America.

Most of them are employed by "fee-based" firms, banks and brokerages; they charge you fees and they receive commissions and sales incentives for promoting certain investments. 

At FirsTrust, we don't have this conflict of interest. Competent financial guidance is our only product, and helping you achieve your financial goals is all we do.   

  • As a Fee-Only firm, FirsTrust provides first-class service to our clients with undivided loyalties and complete immunity to the influence of commissions, kick-backs, and other third-party incentives. 
  • As a truly Independent firm, we are free to objectively seek-out financial solutions from a global universe of top resources - without being subjected to their corporate sales quotas or product promotions.  
  • As a Financial Team, we can offer a broad scope of investment management, tax advice, retirement planning, and trust & estate services with true expertise at every level.

So, whether you're a multi-millionaire, or aspiring to become one, we can help determine which financial choices may best achieve your specific objectives without unnecessary taxes, hidden fees & expenses, or dangerous levels of risk - and without falling victim to some charlatan who “Madoff” with your money. 

 

WHO WE ARE:  FirsTrust is a collaborative FinancialTeam of experts; hired as confidential fiduciaries by individuals, families and Trustees, to help take the conflict and emotions out of wise financial decision making.    

 

WHAT WE DO: We'll help prioritize your financial goals, craft a plan to achieve them, and independently evaluate investment offerings from multiple financial institutions. Then, we'll monitor your progress, collaborate frequently and make adjustments as needed.

 

HOW WE DO IT: Through some of the industry’s most advanced technologies, we have access to competitive investment offerings from all across the globe, and can provide you with a secure, real-time web dashboard to see all of your updated accounts and documents, 24/7.

       

Our financial success truly depends upon achieving yours; so we

make sure your financial success is never obstructed by someone else’s agenda.

  

Want to see how we would approach YOUR financial goals? info@FinancialTeam.com