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 a true fiduciary looks like.
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.
Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.
As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.
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.
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 what you can expect from our expert Private Wealth Management services.
A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.
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.
*President Joe Biden is proposing higher taxes on the top 1% to help pay for the $1.8 trillion American Families Plan. *But the “marriage penalty” may hit couples earning more than $500,000. *Financial experts say tax planning strategies may lessen the sting. Read More
Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how... Read More
Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More