Private Wealth Management Group
(800) 585-9888
About Our Firm
Our Philosophy

FirsTrust - Fiduciary Investment Services

After the death of legendary shoemaker Adi Dassler, the family sold their ownership of Adidas; creating a significant liquidity event and thrusting the family heirs into an entirely new industry; managing the family's wealth.

The Dassler heirs enlisted FirsTrust to create a "Family Office" with the investment expertise and independent technologies to acquire best-of-breed investment opportunities from across the globe and manage them from a private platform.

Today, the Adidas legacy wealth is managed for three generations of heirs by the Adi Dassler Family Office - engineered by the "good thinkers" at FirsTrust.

We believe this level of objectivity, independence and expertise should

also be available to families that don't come from world-famous wealth.

Avoid Conflicts of Interest

We believe truly objective financial advice can only come from someone who doesn't ALSO sell investments.

A Reputation of Trust

We believe a trustworthy financial advisor should have a documented history of success, long-term client relationships and references from local CPAs and attorneys who are willing to affirm the advisor's sound reputation.

Consumer Advocacy

We believe anyone who claims to serve your best interests as a "fiduciary" should never accept financial incentives from third parties.

True Independence

We believe a truly "independent financial advisor" should be uninhibited by bank and brokerage employment politics, and free to search the universe of options on behalf of his clients. 

A Team of Specialists

We believe nobody is an expert in everything, and a genuine depth of financial expertise can ONLY be provided by a FinancialTeam of different specialists.

Fee-Only Services

We believe fee-only advisors have an incentive to focus on your success, while "fee based" advisors and Brokers have an incentive to focus on finding their next sales commission.