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

There are nearly 300,000 Financial Advisers in America.  Choose wisely.

In addition to charging fees for financial advice, "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." 

Don't just take our word for it:    2017 Notice from the US Department of Labor 

For over 20 years, FirsTrust clients have never been subjected to this conflict of interest.

Unlike banks and brokerages, including most "independent" and "fee-based" firms, competent financial guidance is our only product, and a transparent fee is our only compensation.  

And our services probably cost less than you may think.    

  • As a Fee-Only firm, FirsTrust serves the best interest of our clients with complete immunity to the influence of commissions, kick-backs, and other third-party incentives. 
  • As a truly Independent firm, we are not handcuffed by a Wall Street profit agenda, and free to objectively compare offerings from multiple financial institutions with undivided loyalty to our clients.     
  • As a Financial Team, 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