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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
We know 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 pure, Fee-Only financial advisors are never influenced by sales commissions or incentives.
Our FinancialTeam advisors have the knowledge of accredited experts and the wisdom of 20-30 year veterans in their fields of expertise.
Your choices shouldn't be dictated by someone else's profit agenda. Independence allows us to evaluate investments from anywhere to acquire those that best meet your objectives.
Our paychecks depend solely upon delivering consistent results, and the cost of our services is often minimized by reducing your current taxes and investment expenses. There is no reason for you to pay more or settle for less.
The best financial plans are tailored to your specific objectives, not just a "rule of thumb". And the best results come from implementing a sound investment process, not just "allocating" your money among cookie-cutter models.
It's your money - you have the right to insist upon absolute clarity about all fees and expenses without 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, collaborating, tracking and monitoring your entire financial portfolio.
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 by all means, 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
