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Private Wealth
Management Group
Management Group
"Financial companies often pay advisers more to promote certain products rather than to recommend what is best for their customers. That incentive creates what is known as a conflict of interest. And conflicts of interests sometimes can cause advisers to give bad advice."
-U.S. Dept of Labor - 2017
That's what happens behind the scenes on Wall Street.
Over 20 years ago, we broke away from the big institutions and dedicated our careers to making sure it doesn’t happen to you.
If you are seeking expert guidance with investments, retirement or estate planning, the FIRST thing to do is find someone you can TRUST.
Welcome to FirsTrust.
Our advisor's knowledge comes from expert accreditations, and their wisdom comes from over 20 to 30 years of experience in their fields of expertise.
Your choices should never be limited or dictated by a corporate profit agenda. Independence allows us to evaluate investments from anywhere to acquire those that best meet your objectives.
Our paychecks depend solely on delivering consistent 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.
A financial plan should be custom-tailored to your objectives, not just a "rule of thumb", and implemented with a sound investment process, not just "allocating" your money 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 - 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.
Barbara Roper, director of investor protection for the Consumer Federation of America and a member of the Securities and Exchange Commission 's Investor Advisory Committee, discusses what investors should expect from brokers and advisers. Read More
The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model. Read More
....Do you have money to invest, but you're not sure where to put it? Most people who are unsure about investments hire someone to help. Here's how to do that the right way.... Read More
