Wealth Advisory Services

Comprehensive Financial Planning

Retirement Planning

Tax Planning

Insurance Planning

Our Wealth Advisory Team is committed to building strong relationships with those we serve and acting in the best interests of our clients. We believe in the power of engaging our internal teams as well as outside experts to help individuals, families, businesses and non-profits plan, grow and protect legacies across generations.

Experience & Expertise

Dedicated Wealth Advisors including CERTIFIED FINANCIAL PLANNERS™, CPA (inactive)
Commitment to continued education
Oversight by internal Committees, Board, Auditors & Examiners

Our Roles

Emphasis on defining the client-planner relationship
Gathering information and focus on understanding your entire financial puzzle
Analyzing and evaluating needs leveraging planning and risk analysis tools
Develop, implement and monitor your unique plan

Our Value

Fiduciary Capacity: We serve your best interests
Ability to tailor statements and reports to client needs
Transparency regarding fees and expenses
True comprehensive wealth management with access to cross-Departmental and bank services

Our clients benefit from true comprehensive wealth management services by leveraging our team members. We help individuals and families with cash flow needs, retirement planning, tax planning, insurance planning and estate planning. We also help businesses and nonprofits with employee benefits and succession planning. We seek to make the complex simple for our clients.

Products provided by First Citizens Wealth Management are not FDIC insured, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of principal invested. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP^® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP^®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.