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Private Wealth
Management Group
Management Group
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.
Investment Market Update Available Now:
"What are we doing as the COVID-19 "coronavirus" impacts the investment markets?"
As true Fee-Only advisors, our judgment is never clouded by sales incentives and our client loyalties are never divided by a Wall Street profit agenda.
Our knowledge comes from expert accreditations. Our wisdom comes from over 20 to 30 years of experience in our respective fields of expertise.
Our investment choices are never dictated by profit-seeking shareholders. We are free to independently evaluate and compare investments from anywhere to find those that best meet your objectives.
We are paid to deliver results. And the cost of our services is often offset by reducing your current taxes and investment expenses. There is no reason for you to pay more or settle for less.
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.
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.
This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry. The second is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando. Read More
FirsTrust's own Chris Cannon serving as chairman, organizer and Master of Ceremonies Read More
Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest – and the fee structure to support it. Read More
