We design customized life insurance solutions to protect you, your loved ones and your business from bearing a large financial burden in the event of your premature death.
Whether your wealth comes from a successful business career or a family legacy, it presents remarkable opportunities and challenges.
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Guiding You Through Each Phase of the Wealth Cycle
At First Bank Wealth Management we help grow and preserve your wealth, pass your business on to a beneficiary, transfer assets to children and grandchildren or supporting the charity of your choice. We simplify complex wealth management needs with holistic and objective advice and solutions. Through our structured, planned approach we will guide and serve you through each phase of the wealth cycle. As a full-service wealth management group, we have been serving clients since 1967 in Missouri, Illinois and California. We support small and middle market businesses, individuals, families, pensions, trusts, foundations and non-profit organizations. Lastly, we adhere to the Fiduciary Standard – the highest standard in investment management. This requires our advisors to put our client’s interests above their own.
We provide proactive, holistic advice and solutions without product or firm bias, through a planning-based approach, delivered by a highly-credentialed advisory team. We advise and service our clients through each phase of the wealth cycle:
Our wealth management process begins with our value-driven process (CARE) which is designed to identify gaps and issues which may impede you in achieving your financial goals and to provide objective and rational recommendations in areas of concern.
To learn more about Wealth Management and other ways we can assist you, contact the Wealth Management Advisor in your area.
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