Wealth Planning
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Wealth Planning

Your Partner for Life

For nearly half a century, the First Bank Wealth Management Team has successfully served clients with investment management, trust services and financial and estate planning needs. We focus on growing, protecting, preserving and transitioning wealth. Our personal, hands-on approach will make you proud to call us a trusted partner.  

Who We Serve 
We serve the needs of small and middle-market businesses along with individuals, families, foundations and nonprofit organizations.

Our Commitment 
First Bank Wealth Management strictly adheres to a fiduciary standard, the highest standard in investment management, to ensure your interests are always placed above our own.  Whatever your goals and needs, your Wealth Management Advisor stays with you every step of the way.

The Wealth Building Blocks – Getting Your Financial House in Order 
We categorize the major areas of wealth planning.  With knowledge and expertise in each of these areas we ensure that we address all financial areas which can affect you and your family’s financial well-being. This comprehensive review launches your blueprint helping us to chart the right course for you.

Our Solutions

 

 

 

Estate & Legacy Planning   Tax Evaluation   Business Planning   Retirement Planning

Your legacy represents your life’s work and philosophies. It’s never too soon to start planning for the successful transfer and distribution of your assets to continue what is most important to you.
 
We feel working with a trusted financial partner should be like working with a friend. The trained experts at First Bank Wealth Management are on-hand, ready to assist with advanced, up-to-date knowledge in tax law.
 
Have you thought about all of the challenges facing your business today? And in the future? A First Bank Wealth Planning Specialist can help.
 
How do you envision your retirement? We can help make that vision into a reality. We will help you identify your specific retirement goals, then develop a plan and strategy to achieve those goals.

 

 

 

 

 

 

 

 

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor 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!

 

Missouri/Illinois
Gene Todd
800-452-1414
Contact Gene

California
Bill Dolan 
949-475-6304
Contact Bill

Other States
Gene Todd
800-452-1414
Contact Gene

Existing Account Support
Michelle Stevson
800-452-1414
Contact Account Support  

* 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 decisionsInvestment 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/