Our Investment Strategy

A Disciplined Investment Approach

Whether your wealth comes from a successful business career or a family legacy, it presents remarkable opportunities and challenges.

The Wealth Management Team adheres to a market-based investment approach that uses rigorous academic research to gain insights about market trends and returns. Instead of trying to time the market and chase performance, we focus on actions that provide value. We seek to generate higher after-tax returns with low-cost, tax-efficient solutions.

In addition, we develop a strategic asset allocation plan for your portfolio to minimize risk and maximize potential return. Your account is carefully monitored and re-balanced if necessary, to ensure that you are maintaining the right balance between risk and reward for your age, market conditions and time horizon for achieving your goals.

Our Solutions



Our Investment Strategy   Individual Retirement Account   Investment Management Account  

Whether your wealth comes from a successful business career or a family legacy, it presents remarkable opportunities and challenges.
An Individual Retirement Account (IRA) is an investment account designed to provide you a tax-advantaged way to save for retirement.
We focus on growing, protecting, preserving and transitioning wealth. Our personal, hands-on approach will make you proud to call us a trusted partner.








Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

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Other Registered States

Existing Account Support
Michelle Stevson
Contact Michelle


* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. 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. https://brokercheck.finra.org.