Investing for your Success
For nearly half a century, the First Bank Wealth Management Team has successfully served clients with investment management 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 Specialist stays with you every step of the way.
Get Started / Questions?
To learn more about Investment Management 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!
Existing Account Support
Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Brokerage products are offered through First Brokerage America, LLC, Member FINRA/SIPC, registered investment adviser and insurance agency offering securities, investment advisory services and insurance products. Insurance products in CA are offered through First Banc Insurance Service, LLC (CA DOI #0C42494). First Brokerage America, LLC, First Banc Insurance Service, LLC and First Bank are affiliates through common ownership. Deposit products are offered by First Bank, Member FDIC. Investment and insurance products are NOT FDIC insured, are NOT guaranteed by First Bank, and MAY lose value.