Brokerage Services

Brokerage Services

Welcome To First Bank Wealth Management

First Bank Wealth Management will work with you and your other professional advisors to assess your unique situation and recommend, under current tax law, investment programs and services designed to potentially help increase corporate and personal net worth. With our expertise and professional business planning guidance, we can offer access to a comprehensive range of plans and services to assist business owners, executives and corporations.

Our Strategy

Our Financial Consultants offer personal investment services and can serve as a full service financial information resource for individuals that want a professional, experienced team on their side.  Our strategy is not a product; it's about services: 

  • Assessing needs
  • Exposing and helping to reduce risk
  • Assist in meeting the goals of our clients
  • Implementing various investment planning techniques

We strive to address primary concerns:

  • Safety
  • Liquidity
  • Return
  • Tax consequences

First Bank Wealth Management can be your one-stop financial service provider offering "today's solutions for tomorrow's needs."  

Get Started / Questions?

Learn more about a Self-Directed IRA and other ways we can assist you.  Contact the Financial Consultant in your area.

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you

Other Registered States

Theresa Probert
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Existing Account Support
Sarah Roberts
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* Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details.