Private Wealth
Management Group
Management Group
We help clients achieve their financial objectives by successfully managing investment risks and minimizing taxes & expenses.
No sales agendas. No rookie advisors. No divided loyalties.
There is simply no reason to pay more or settle for less.
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.
The Value Of
True Expertise
Our FinancialTeam advisors have advanced educations, expert certifications and decades of experience in their specialized fields of expertise.
Comprehensive
Financial Planning
Wholistic financial guidance from an experienced, Fee-Only Certified Financial Planner® and 24/7 access to your Personal Financial Website.
Investment
Management
Professional management of your investment portfolio with a continuous, proactive focus on minimizing unnecessary risks, taxes and expenses.
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.
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 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.
Personal Financial Website
....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More
The CFA Society of Orlando is pleased to announce their new Board of Directors including FirsTrust's Chief Investment Officer, Chris Cannon, CFA ... Read More
.....Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners.... Read More
800-585-9888
