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.

 

Investment Market Update Available Now:

"What are we doing as COVID-19 impacts the investment markets?"

True Objectivity
True Objectivity

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

True Expertise
True Expertise

Our FinancialTeam advisors have expert accreditations and 20 to 30+ years of 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
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Why Hire Us?

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

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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.

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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
6/22/2020
Webinar on the Global Search for Alpha: All Roads Lead to Emerging Markets

Emerging market economies have been hit by pandemic-related lock downs, capital outflows, reduced demand for exports, a commodity price shock, and the global disruption of supply chains. Policy makers have responded with aggressive approaches and new tools; signs that these programs are effective suggest that emerging market economies could be more resilient than their developed counterparts burdened with higher debt levels, aging demographics, and deflationary pressures. Yusko will discuss places where investors will not just survive, but thrive in a post-pandemic world — all roads lead to emerging markets when searching for alpha in the New Abnormal. Read More

blog
5/19/2020
Don't Let Coronavirus Derail Your Retirement

Focus on "Fee-Only" professionals who have earned the CFP® designation. They are paid for expertise, not for sales, and they offer comprehensive planning services.  You can find Candidates by searching...... napfa.org ( the National Association of Personal Financial Advisors)....... Read More

blog
5/6/2020
Five Things You Need to Know to Start Your Day

Trump pushes for fast economic reopening, EU faces deepest downturn in its history and Treasury to announce a lot of new debt issuance. Read More

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