Private Wealth
Management Group
Management Group
FirsTrust is an independent team of financial experts with decades of experience helping clients achieve their investment objectives while avoiding unnecessary taxes, risks and expenses.
No sales agendas. No rookies. No Wall Street 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
Wealthy people are bracing for potentially higher taxes that could hit their bank accounts as soon as this year, while lower- and middle-income Americans could end up enjoying tax breaks from Uncle Sam that were originally only temporary. Read More
.......check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests. Read More
What is cyber risk and what can we do about it? Melody Koenig, Chief Information Security Officer (CISO) at FirsTrust, LLC explains how to be more aware of your personal cyber risk and ways for mitigation. Read More
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