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 world-famous wealthy, we've been the trusted advisors of discerning families across Florida and around the world.


TRUE OBJECTIVITY creates un-clouded judgment.  

Even for most “fiduciary” advisors, the size of their paycheck depends upon the investments you make. At FirsTrust, our financial advice is never influenced by a sales agenda, and our investment recommendations are never dictated by profit-seeking shareholders.     


TRUE INDEPENDENCE creates un-divided loyalties.

Why settle for one bank or brokerage? We are free to evaluate and obtain investment offerings from all of them, consolidate the best choices into your own private accounts, and monitor everything you own, wherever it may be located, on one secured web-portal - 24/7. 


TRUE EXPERTISE creates un-deniable results.

Our Wealth Managers, Investment Advisors, Tax, Trust & Estate Specialists 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                           Trust & Estate

                  Management                               Services                             Management







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.



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