FIRST... find someone you can TRUST.

FirsTrust is an independent team of financial experts with decades of experience helping clients achieve their investment objectives while avoiding unnecessary taxes, risks and expenses.

 No sales agendas.   No rookies.   No Wall Street loyalties.

There is simply no reason to pay more or settle for less. 

<p>The Value Of<p>True Objectivity

The Value Of

True Objectivity

As Independent, Fee-Only Fiduciaries, our judgment is never clouded by sales incentives and our loyalties are never divided by a corporate profit agenda.

<p>The Value Of<p>True Expertise

The Value Of

True Expertise

Our FinancialTeam advisors have advanced educations, expert certifications and decades of experience in their specialized fields of expertise.

<p>Comprehensive<p>Financial Planning

Comprehensive

Financial Planning

Wholistic financial guidance from an experienced, Fee-Only Certified Financial Planner® and 24/7 access to your Personal Financial Website.

<p>Investment<p>Management

Investment

Management

Professional fee only wealth management of your investment portfolio with a continuous, proactive focus on minimizing unnecessary risks, taxes and expenses.

<p>Strategic<p>Tax Planning

Strategic

Tax Planning

Ongoing analysis of your tax planning  opportunities, routine collaboration with your financial advisors, and an efficiency review of your annual income tax return.

<p>Advanced Trust &<p>Estate Planning

Advanced Trust &

Estate Planning

Expert planning for the efficient transfer of your estate and continued assistance to help survivors implement your legacy objectives after you're gone.

 

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.

Stay connected with your

Personal Financial Website

Constantly updated values of everything you own and interactive tools to monitor cash flows and analyze progress,
plus a secured, private document vault for everything you (and your heirs) may need at a moment's notice,
available on-line, 24/7 from anywhere in the world that has an internet connection.
 
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9/1/2021
Yahoo Money - Higher taxes may be on the way for wealthy Americans after House vote

Wealthy people are bracing for potentially higher taxes that could hit their bank accounts as soon as this year, while lower- and middle-income Americans could end up enjoying tax breaks from Uncle Sam that were originally only temporary. Read More

blog
8/23/2021
INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money

.......check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests. Read More

blog
7/28/2021
Cyber Risk Mitigation

What is cyber risk and what can we do about it? Melody Koenig, Chief Information Security Officer (CISO) at FirsTrust, LLC explains how to be more aware of your personal cyber risk and ways for mitigation. Read More

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