Private Wealth Management Group
(800) 585-9888

It's a simple fact on Wall Street; everyone wants you to invest your money in ways that make them a profit.

So, here’s a question: Who is really looking out for YOUR best interest?

At FirsTrust, competent financial guidance is our only product.

  • As a Fee-Only firm, we have no commissioned sales reps. We provide first-class service to our clients with undivided loyalties and complete immunity to the influence of third party sales incentives, kick-backs, and other conflicts of interest.
  • As a Truly Independent firm, we aren't limited to the product offerings of any single institution; we are free to objectively seek-out financial solutions for each of our clients from sources all across the globe.
  • As a Financial Team of different specialists, we collaborate to provide a broad scope of services with true expertise at every level. From basic retirement planning to complex investment techniques, tax reduction strategies, advanced trust & estate management services - and everything in between.   

The FIRST step is to find TRUST.

Whether you're a multi-millionaire, or aspiring to become one, we'll help determine which financial choices can best achieve your specific objectives without unnecessary taxes, hidden fees & expenses, or dangerous levels of risk - and without falling victim to some charlatan who “Madoff” with your money.

    WHO WE ARE:         
FirsTrust is a collaborative FinancialTeam of experts; Financial Planners, Retirement Specialists, Tax Advisors, Estate Planners and Investment Managers. We are hired as confidential fiduciaries; to help people make wise financial decisions in all aspects of their lives. 


    WHAT WE DO:        We'll help organize your resources, prioritize your financial goals and craft a plan to achieve each of them. We'll independently shop & compare the cost, tax efficiency and risk of different investment offerings from multiple financial institutions. And We'll monitor your progress, collaborate frequently and make adjustments as needed.


   HOW WE DO IT:       Through the industry’s most advanced technologies, we gain "open architecture" access to competitive investment offerings from all across the globe. We also provide you with a secure, real-time web dashboard where you can see all of your updated accounts, generate reports and access a cloud-vault with all of your important documents.


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?