Often imitated. Rarely duplicated.
Not available at the local bank or brokerage.
Whether accumulating wealth or already wealthy, in Daytona Beach, Florida, or across the globe, we've been the trusted source for financial advice of discerning families for over 20 years.
Why would you take financial advice from a sales rep?
Unlike most “fiduciary” advisors, our paycheck never depends upon what you invest in. Our advice is never influenced by commissions or sales incentives, our loyalties are never divided by corporate profit agendas, and we are held accountable under state and federal law to serve your best interests at all times.
Why limit your choices to one bank or brokerage when you can pick & choose from all of them?
As a truly independent firm, we can seek-out, evaluate and compare investment opportunities from all across the world, filter-out the Wall Street noise, and consolidate the best choices into your own private accounts.
Why settle for a rookie when you can have a collaborative FinancialTeam of actual experts?
Our senior-level Wealth Managers, Investment Specialists, Tax and Estate Advisors 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.
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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.
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