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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
It's true.
"Fee based", "fiduciary duty" and "best interest" are just fashionable buzzwords when this is happening 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.
What Serving your BEST Interest Looks Like...
As true Fee-Only advisors, our judgment is never clouded by sales incentives and our client loyalties are never divided by a Wall Street profit agenda.
Our knowledge comes from expert accreditations. Our wisdom comes from over 20 to 30 years of experience in our respective fields of expertise.
Our investment choices are never dictated by profit-seeking shareholders. We are free to independently evaluate and compare investments from anywhere to find those that best meet your objectives.
We are paid to deliver 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.
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.
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.
Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves. Read More
.......According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best interests of their client base. Why? These investments pad the advisor’s pocket with fat commissions. So now more than ever — in the absence of an official fiduciary rule requiring advisors to put their clients’ interest above their own — you have to be sure your advisor clearly discloses any conflicts of interest upfront before you agree to do business with them. That’s where Form ADV comes into play… Read More
Getting help on your financial decisions isn’t a bad thing. But with so many professionals and options out there, how do you go about choosing the right expert to work with? Read More
