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.

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. 

blog
2/17/2020
Ethics Challenge hosted by the CFA® Societies of Florida

FirsTrust's own Chris Cannon serving as chairman, orgainzer and Master of Ceremonies Read More

blog
1/21/2020
Why Should I Hire a Fee-Only Financial Advisor?

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

blog
12/17/2019
Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities

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

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