Private Wealth Management Group
(800) 585-9888
First... find Trust.

Ever wonder if you got good financial advice, or just a good sales pitch?

Despite the recent Fiduciary Rule that compels financial advisors to act in their client's best interest, most fee-based Registered Investment Advisors are still "Dual Registered" to receive commissions, promotional incentives and sales quota bonuses.
 
Our clients never have to wonder.
 
  

Welcome to FirsTrust

Often imitated.   Rarely duplicated. 

Not available at the local bank or brokerage. 

 

True Objectivity: We don't represent a financial institution; we represent our clients.

Our loyalties are never divided by a corporate profit agenda, our judgment is never clouded by commissions or sales incentives, and we are held accountable under state and federal law to serve your best interest.

 

True Independence: We aren't limited to one institution; we can pick & choose from all of them.  

We can evaluate and compare investment, lending and service offerings from anywhere in the world, consolidate the best choices into your portfolio, and manage them from a centralized reporting platform.

  

True Expertise: We aren't rookies; we are a collaborative FinancialTeam of actual experts.

Each of our Wealth Managers, Investment Specialists, Tax and Estate Advisors is a seasoned veteran in his/her respective field and supported by a Service Team with nearly 80 collective years of service at the firm.

 

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

 Click an icon to see how we would approach YOUR financial goals. 

                                              

                                Wealth                          Investment                 High Net-Worth

                           Management                  Management                Family Offices

 

We know how to eliminate Wall Street conflicts of interest.    

In fact, many of the world's wealthiest and most prominent families, including the Morgans, the Mellons, and the Rockefellers didn't take their financial affairs to a public institution.

They had a private FinancialTeam of experts whose exclusive duty was to guide the family's financial decisions, manage their investments, reduce their taxes, and to protect & transfer the family's wealth over successive generations.

Today, the same personalized services and expertise employed by the ultra-elite are available to your family as well. And, by eliminating unnecessary profit margins, middlemen and commissions, it may even cost less than you'd pay elsewhere. 

info@FinancialTeam.com

 

 

 

 

 

 

 

 

 

 

 

 

Fee-Only is the trademark logo 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.