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 a true fiduciary looks like.

True Objectivity
True Objectivity

As true Fee Only advisors, our judgment is never clouded by marketing incentives, and we remain focused on taking care of our clients - not chasing new sales.

True Expertise
True Expertise

Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.

True Independence
True Independence

As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.

True Value
True Value

We are paid to deliver consistent results and competent service; plus, our fees are often offset by reducing your 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
 
Why Hire Us?

See what you can expect from our expert Private Wealth Management services.

 
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.

 
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
5/4/2021
Some couples may face a ‘marriage penalty’ under Biden’s tax plan

*President Joe Biden is proposing higher taxes on the top 1% to help pay for the $1.8 trillion American Families Plan. *But the “marriage penalty” may hit couples earning more than $500,000. *Financial experts say tax planning strategies may lessen the sting. Read More

blog
4/29/2021
How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains

Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how... Read More

blog
4/19/2021
New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps

Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More

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