Private Wealth Management Group
(800) 585-9888
True Expertise

Nobody is an expert in everything.

FirsTrust clients can have an expert, or a collaborative

FinancialTeam of experts, to suit their specific needs.

 
Investment Specialists:
 
Elsewhere:
An "Investment Advisor" license requires passing a 140 question multiple-choice test on rules and regulations related to giving investment advice. There are no educational standards and no experience is required to be an Investment Advisor.
 
At FirsTrust:
Our Investment Advisors are fee-paid professionals with a minimum of:
  • a 4-year college degree
  • 20+ years of industry experience
  • a clean regulatory disciplinary history
  • an advanced degree or professional investment credential (Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), etc.)
  • at least 30 hours of annual Continuing Education every year.
Each Investment Advisor is a participating Member of the firm's Investment Committee which assembles regularly to collaborate on client issues, share expertise, and decant the Committee's best investment selections into their client's portfolios.
 
 
Wealth Managers:
 
Elsewhere:
"Wealth Managers" charge a fee for advice and also earn sales commissions from the mutual funds, insurance or annuities you invest your money in. 
 
At FirsTrust:
Our Wealth Managers are fee-paid professionals with a minimum of:
  • a 4-year college degree
  • 20+ years of industry experience
  • a clean regulatory disciplinary history
  • an advanced degree and/or professional financial planning credential (Masters Degree in Finance, Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), etc.))
  • at least 30 hours of annual Continuing Education every year.
  • Trust & Estate Specialists attend the University Of Miami School Of Law's Heckerling Institute each year for cutting-edge insights from the nations best and brightest tax and legal professionals.  
 
 
Tax Specialists:
 
Elsewhere:
Their fine-print disclaimer specifically states that they do not provide any form of tax advice. 
 
At FirsTrust:
Our Tax Specialists are fee-paid professionals with a minimum of:
  • a 4-year college degree
  • 25+ years of industry experience
  • a clean regulatory disciplinary history
  • an advanced tax degree and/or professional credential (Masters of Taxation (M.Tax), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), etc.)
  • at least 30 hours of annual Continuing Education every year.
  • Tax Specialists attend the University Of Miami School Of Law's Heckerling Institute each year for cutting-edge insights from the nations best and brightest tax and legal professionals.  
 
 
Client Service Associates:
 
Elsewhere:
There's really no way of telling what or where your phone calls will be routed through when you need something. 
 
At FirsTrust:
Each of our 3 primary Client Service Associates has been with the firm for nearly 20 years.
  • You'll instantly talk to a live person during business hours.
  • You'll be greeted courteously and treated respectfully.
  • Your service needs will be handled promptly and competently. 
 
 
Independent Accounting, Legal and Insurance Specialists:
 
Legal:
To serve our clients with the latest information and technology, our Advisors may attend law school Institutes for continuing education and maintain affiliations with The American Bar Association; but they do not practice law. When a legal opinion or document becomes necessary, we know all attorneys are not the same, and can work closely with your existing attorney, or we can recommend one who specializes in that particular field.
 
Insurance:
Our Advisors may have formal educations, decades of experience and advanced credentials in the insurance industry. To maintain our objectivity, however, we do not sell insurance. When insurance is deemed necessary, we can work closely with your existing agent to obtain the necessary coverage, or we can refer you to an independent broker who can shop & compare different companies for a selection of choices.
 
Accounting: 
Our Advisors may have formal educations, decades of experience and advanced credentials in the field of taxes and accounting; but we do not prepare tax returns. When tax season rolls around, or a specific written tax opinion becomes necessary, we can work closely with your existing accountant or tax attorney, or we can recommend one who specializes in that particular field.
 

 

1-800-585-9888

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