Investments

Whether you are just starting out or are a seasoned investor, First Wealth Management has the knowledge and resources to help you meet your investment goals. Our experience has taught us there is no "one-size-fits-all" solution to investing your hard-earned money, giving us the power to create a customized investment plan that supports your individual investment goals.

We have the experience to tackle any investment challenge that arises, keeping a close eye on the market changes to bring you strategies that keep your finances growing and your goals supported. You can trust our partners to find investment solutions and strategies that work for portfolios of any size.

We also provide investment services to nonprofit organizations including: universities, foundations, and other charitable organizations.

Our in-house team of professionals includes:

• Certified Trust and Financial Advisors (CTFA)
• Certified Retirement Planning Counselor (CRPC)

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
• Foundation/Endowment accounts
• Self-directed investment portfolios

Brokerage Options

If you're looking for more than traditional bank savings products, but may not have substantial investable assets, we also offer a third party brokerage service.

Business Retirement Accounts

We specialize in employer sponsored plans that offer tax advantages, as well as, a variety of ways to invest for retirement. Strong benefit packages attract the best talent during the hiring process and help employees save for a comfortable retirement.

At The First, we'll manage your retirement account so you don't have to.

We offer:

• Individual plans for the self-employed
• 401(k) plans and Roth 401(k) plans
• Profit sharing plans
• Cross-tested plans
• Integrated plans
• Defined benefit plans
• Deferred compensation plans
• SIMPLE IRA’s, SIMPLE 401(k) Plans, and SEP IRA’s