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.
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.
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.
A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
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.
FirsTrust's own Chris Cannon serving as chairman, orgainzer and Master of Ceremonies Read More
Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest – and the fee structure to support it. Read More
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