FIRST... find someone you can TRUST!

FirsTrust is an ensemble of accredited financial experts

who provide customized Private Wealth Management services

without hidden sales agendas or conflicting Wall Street loyalties.

Come see what "serving the client's best interest" looks like.

True Objectivity
True Objectivity

As true Fee Only advisors, our judgment is never clouded by marketing incentives, and we remain focused on taking care of our clients - not chasing new sales.

True Expertise
True Expertise

Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.

True Independence
True Independence

As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.

True Value
True Value

We are paid to deliver consistent results and competent service; plus, our fees are often offset by reducing your taxes and investment expenses. There is no reason for you to pay more or settle for less.

True Customization
True Customization

Every client's financial plan is custom-tailored to their objectives, not just a "rule of thumb", and implemented with a sound investment process, not just "allocated" among cookie-cutter models.

True Transparency
True Transparency

It's your money. You have the right to insist on absolute clarity about all fees and expenses without worrying about hidden conflicts of interest.

See How We Would Approach
Your Financial Goals
 
Why Hire Us?

See what you can expect from our expert Private Wealth Management services.

 
How Risky Is Your Portfolio?

A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.

 
Cutting Edge Technology

See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.

Wealth Management
Wealth Management
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Investment Management
Investment Management
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Trust & Estate Management
Trust & Estate Management
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Stay Informed With Our Resource Center

Continued education is essential to understanding finances - for both professionals and consumers. Please take a look at the following blog and other contemporary articles that you may find relevant, and feel free to contact us with your questions. 

blog
1/21/2021
What You Need to Know Before Lending Money to Family

......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More

blog
1/19/2021
What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect

........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of their own when making recommendations. That is a good development for individual investors and will accelerate the trend toward fee-only or fee-based financial advice........ Read More

blog
12/17/2020
The Types of Fiduciary Financial Advisors

Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: Fee-only fiduciaries. Certified financial planner fiduciaries. Registered investment advisor fiduciaries. Retirement advisor fiduciaries. Voluntary fiduciaries. Read More

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