Welcome to First Wealth Management

First Wealth Management is the umbrella name for a family of financial services, including: Investments, Trusts, Retirement Plans, Estate Plans and Farm Management. Our team is trained to listen to your goals and work alongside you to provide a detailed asset management and investment strategy that works for you, no matter where you're at in your financial journey. We pride ourselves on building strong relationships with every client and manage accounts varying in size from several thousand to millions of dollars.

Our proven strategy for success has been helping families and individuals grow and protect their assets since 1913, giving us unique insight into the past market trends to help us make informed decisions about the state of your finances now and in the future. Today, First Wealth Management manages over $1 billion in assets and over 250,000 acres of farm land. Trust our experienced team to be your guide and feel secure knowing your hard-earned finances have the best financial advisors supporting your current and future goals.