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

"The stakes are so high in investing that you should consider fee-only planners. You won’t have to worry about conflict of interest. Their success will depend on your good word of mouth and how well they did by you."

-  Clark Howard

 

Welcome to FirsTrust

Retirement, Investment & Estate Planning without a conflicting profit agenda.

Often imitated. Rarely duplicated. Not available at the bank or brokerage.

 

7 STEPS ABOVE & BEYOND

The Fiduciary Duty To Serve Your Best Interest 

 

1.   TRUE OBJECTIVITY  

Unlike most "fiduciary" firms, we believe your best interest is served by Advisors who never receive sales commissions from anything they advise you to do. 

 

2.   TRUE EXPERTISE

We believe knowing what’s actually in your best interest requires the wisdom of highly accredited experts with 20 to 30 years of experience, and the competence of a Service Team with nearly 100 years collectively working together at the firm.

 

3.   TRUE VALUE

We believe it’s in your best interest to minimize taxes and investment expenses, to choose the services you want without paying for those you don't, and to work with advisors whose compensation motivates them to get results - not chase new sales. 

 

4.   TRUE INDEPENDENCE

We believe finding what's best requires the freedom to look beyond one bank or brokerage menu; to evaluate and compare investment offerings from anywhere and acquire the most appropriate choices for our clients.

 

5.   TRUE CUSTOMIZATION

We believe your unique interests are served best by specialized experts instead of one-size-fits-all advisors, and investments that are tailored to your specific objectives instead of model portfolios.

 

6.   TRUE TRANSPARENCY

We believe it's in your best interest to trust and verify, with full control over your accounts, clear disclosure of fees, easy access to your advisor(s), understandable reporting, and cutting-edge technology that gives you simple, 24/7 monitoring of everything you own on one screen.

 

7.   TRUE ADVOCACY

We believe your financial interests should be protected, and having a trusted Advocate in your corner to help fend-off financial predators and misguided sales pitches can be priceless. 

 

Whether accumulating wealth or already world-famous wealthy, we've been the trusted Financial Advisors of discerning families across Florida & around the globe.

Click to see how we would approach YOUR financial goals. 

                                                

                        Wealth                                 Investment                           Trust & Estate

                  Management                               Services                             Management

 

NAPFAWant 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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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™.

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CFA Institute owns the certification marks CFA® and CHARTERED FINANCIAL ANALYST™.

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Investments & Wealth Institute owns the certification marks CIMA® and CERTIFIED INVESTMENT MANAGEMENT ANALYST®.

 

 

1-800-585-9888

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