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 sales incentives and our client loyalties are never divided by a Wall Street profit agenda. 

True Expertise
True Expertise

Our knowledge comes from expert accreditations. Our wisdom comes from over 20 to 30 years of experience in our respective fields of expertise.

True Independence
True Independence

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.

True Value
True Value

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.

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. 

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

.......For now, focus on pros who are fee-only CFPs—meaning they are paid by the investor, not by third parties, and they offer comprehensive planning services. You can find candidates by searching at .........., 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

blog
4/28/2020
How to Choose a Financial Adviser: 6 Tips for Finding the Right One

If you’re not an expert in money matters, hiring a financial adviser to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well, because they can be so specialized. Estate planning is completely different from picking the right investments, for example. Managing a portfolio is different from crafting a monthly budget. Read More

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