When it comes to investing, there is no “one size fits all” approach. We create a customized investment plan designed to meet your financial goals –with or without a trust account. More than half our managed assets are non-trust accounts for individuals and institutions.
By choosing First Wealth Management, you are partnering with experts who hold a broad view of the investment world. We can help put investment challenges into perspective. Our experience will bring you ideas and strategies in the midst of market changes.
Our Expertise extends beyond the individual. We provide investment services to non-profit organizations including: universities, foundations, and other charitable organizations.
Our in-house team of professionals includes:
- Chartered Financial Analysts (CFA)
- Certified Financial Planners (CFP)
- Certified Public Accountants (CPA)
- Certified Retirement Services Professional (CRSP)
Regardless if you have a modest nest egg or more substantial assets, we can help you determine the account that best meets your needs. We offer:
- Investment Management Accounts
- Personal Trusts
- IRA/Rollover Accounts
- Foundation/Endowment Accounts
- Self-Directed Investment Portfolios
If you are looking for more than traditional bank savings products, but may not have substantial investable assets, we also offer a third party brokerage service.