Often imitated. Rarely duplicated.
Not available at the local bank or brokerage.
Whether accumulating wealth or world-famous wealthy, we've been the trusted advisors of discerning families - in Daytona Beach and around the world.
TRUE OBJECTIVITY creates un-clouded judgment.
Unlike most “fiduciary” advisors, our paycheck never depends upon the investments you make, our financial advice is never influenced by a sales agenda, and our investment recommendations are never dictated by profit-seeking shareholders.
TRUE INDEPENDENCE creates un-divided loyalties.
We have the freedom to evaluate and compare financial offerings from all across the world, the ability to consolidate the best choices into your own private accounts, and the cutting-edge technology for you to monitor everything you own, wherever it may be located, all on one secured web-portal - 24/7.
TRUE EXPERTISE creates un-deniable results.
Our Wealth Managers, Investment Advisors, Tax, Trust & Estate Specialists are 20 to 30-year veterans in their respective fields and supported by a Service Team with nearly 80 collective years at the firm.
Click an icon to see how we would approach YOUR financial goals.
Wealth Investment Trust & Estate
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Want to know if YOUR advisor is truly "Fee-Only"?
Look for the trademarked logo of the National Association of Personal Financial Advisors. As NAPFA-Registered Financial Advisors, FirsTrust affirms by sworn Fiduciary Oath to eliminate the conflict of interest that is created by commissions, incentives and other forms of compensation offered by third parties.
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See what you can expect from our expert Private Wealth Management services.
video length: 2 minutes 31 seconds.
A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
video length: 83 seconds
Click here to see our amazing tools for organizing, collaborating, tracking and monitoring your entire financial profile.
video length: 2 minutes 17 seconds