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

We believe there is a better way. 

Many of the world's wealthiest and most prominent families, including the Morgans, the Mellons, the Rockefellers (and three generations of heirs to the Adidas* legacy wealth) didn't take their financial affairs to a public institution.

They hired a private FinancialTeam of experts who work for their family - not for Wall Street - to collaboratively guide their financial decisions and manage their family's investments.

Today, you can too.

Whether already wealthy or still aspiring wealth, in the US or abroad, from modestly affluent to world famous, we've been the trusted choice of discerning families for over 20 years.


Welcome to FirsTrust

Often imitated.   Rarely duplicated. 

Not available at the local bank or brokerage.


True Fiduciaries:  Our loyalties are never divided between a client’s best interest and an employer’s sales agenda. 

True Objectivity:  Our judgment is never clouded by commissions, sales quotas or promotional incentives.  

True Independence: Our investment resources are never limited to the ones that favor a bank or brokerage profit margin; we can pick & choose the best solutions from anywhere.  

True Expertise:  Our advisors are actual financial experts, not sales reps.

True Value:  And, you'll probably end up paying less.  



                                Wealth                          Investment                 High Net-Worth

                           Management                  Management                Family Offices


Click to see how we would approach YOUR financial goals.







  • Adidas, Inc. and The Adidas Group are public companies and unaffiliated with FirsTrust.
  • Fee-Only is a registered trademark of the National Association of Personal Financial Advisors. FirsTrust is a Member of NAPFA and a NAPFA-Registered Financial Advisor firm. Fee Only advisors affirm by Fiduciary Oath to eliminate third-party compensation conflicts of interest by never receiving commissions, incentives or other forms of compensation from any third party related to the advice, services and investments we recommend or provide to our clients.