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

Ever wonder if you got good financial advice,

or just a good sales pitch?

 

Welcome to FirsTrust 

Often imitated. Rarely duplicated.

Not available at the local bank or brokerage. 

 

Whether accumulating wealth or already wealthy, in Central Florida or across the globe, we've been the trusted advisors of discerning families for over 20 years.

 

TRUE OBJECTIVITY

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.

 

TRUE INDEPENDENCE

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.

 

TRUE EXPERTISE

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. 

                                                

                        Wealth                                 Investment                           Family Office

                  Management                               Services                             FinancialTeam

 

 

    

 

 

 

"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.