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

   

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 a sales incentive, and we are held accountable under state and federal law to serve the best interests of our clients.

 

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

We can select the best investment, lending and service offerings from anywhere, consolidate them into a client's 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 60 collective years of service at the firm.

 

 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. 

From basic to complex; one expert or a FinancialTeam; whether already wealthy or still aspiring wealth; in the US or abroad; either modestly affluent or world famous, we've been the trusted choice of discerning families for over 20 years.

 info@FinancialTeam.com

 

 

 

 

 

 

 

 

NAPFA and the Fee-Only Fiduciary Oath 

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.