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

Today's financial service industry has become divided between

those who serve Wall Street and those who serve Your Street.

Choose wisely!

 2017 Notice from the US Department of Labor 

"Financial companies often pay advisers more to promote certain products rather than to recommend what is best for their customers. That incentive creates what is known as a conflict of interest. And conflicts of interests sometimes can cause advisers to give bad advice."

This is why the Mellons and Rockefellers didn’t take their financial affairs to a bank or brokerage. They hired a private FinancialTeam of experts to research, advise, negotiate, obtain and manage financial opportunities that serve the best interests and objectives of their family. 

Since 1994, FirsTrust has been providing this FinancialTeam style of financial advisory, investment management, tax planning, and trust & estate services to affluent families across the US.

In 2014, FirsTrust established the Adi Dassler International Family Office in Nassau, Bahamas to serve our international clientele, including three generations of heirs to Adi Dassler; the founder of adidas.* 

Today, we provide these same services to help families of all sizes navigate an industry dominated by Wall Street profit agendas and cleverly disguised sales pitches.      

  • True Objectivity: Fiduciaries are required to serve their client's best interest. At FirsTrust, however, we are fiduciaries all the time; not fiduciaries today and sales reps tomorrow. And, above and beyond the call of fiduciary duty, we preserve our objectivity by refusing to accept commissions and sales incentives.
  • True Independence: Most financial companies don't permit advisors to "trade away" or seek more competitive choices outside their company's basket of products. At FirsTrust, the handcuffs are off, and we remain free to negotiate investment offerings across the globe with undivided loyalty to our clients. 
  • True Expertise: There are no rookies at FirsTrust. Our FinancialTeams are highly educated, experienced professionals who collaborate to provide investment, retirement, tax, trust, estate, multi-generational legacy management, philanthropic, and asset protection services with true expertise at every level.

 

 WHO WE ARE:  FirsTrust is an ensemble of financial experts, hired individually, or together as a FinancialTeam, by affluent families, business owners and Trustees - both domestic and international - 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 carefully implement your plan with sensible investment choices. Then, we'll monitor your progress, collaborate frequently and make practical adjustments as needed.

 

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

     

Come see how we would approach YOUR financial goals.

info@FinancialTeam.com 

* FirsTrust is completely unaffiliated with Adidas, Inc.