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."

For over 20 years, FirsTrust has upheld a Fiduciary duty to serve our clients' best interests, and preserve the objectivity of our financial advice and investment recommendations by refusing to accept any form of sales commissions or incentives.

On Wall Street, refusing money is called "stupid". On Your Street, it's called "integrity".

So you may never see our logo on a football stadium; but you will also never receive financial advice or investment recommendations that are influenced by someone else's profit agenda.

We believe the distinction is worth it; and our services probably cost less than you may think.    

  • As full-time Fiduciaries, we are held accountable by state and federal law to proactively advocate the best interests of our clients; for us, this also includes working to eliminate conflicts of interest, unnecessary fees and expenses, and third party influences. 
  • As a truly Independent firm, we are not handcuffed to a Wall Street profit agenda, and free to objectively compare offerings from multiple financial institutions with undivided loyalty to our clients.     
  • As a FinancialTeam, we offer a broad scope of investment management, tax advice, retirement planning, and trust & estate services with true expertise at every level.

It takes a lifetime of good choices to accumulate wealth - and one bad choice to lose it.

So, whether you're a multi-millionaire, or aspiring to become one, we can help you make the right choices to achieve your financial objectives without falling victim to sales pitches, unnecessary taxes, fees & expenses, dangerous levels of risk - or some charlatan who “Madoff” with your money. 

 

WHO WE ARE:  FirsTrust is an ensemble of financial experts, hired individually, or together as a FinanciaTeam, by individuals, 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 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