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.
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.