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Wealth Management

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Overview

Who's on your side?
And who will stay there?

Growing and protecting your money takes insight, long-term vision, and resources you can count on for years to come. That's where we come in. For almost a century, our focus has always been on building lasting relationships that help our clients do more with their money and their lives. We're ready to help you, too.

Design the life you want.
We'll help you build it.

Everyone has dreams and ambitions. However, not everyone gets to achieve them. Improving and expanding your financial life is what we do best. Are you ready to buy a larger home or enjoy an early retirement? No matter your goals, we're here to help you reach them. We can help you make the most of what you're building now, while preparing a growth strategy for your future.

Services and Planning

Plan for tomorrow. Create a strong foundation today.

Financial decisions are life decisions. However, those decisions don't happen in a vacuum. Whether you're just starting out, in mid-career with an eye on retirement or ready to create a plan for transitioning financial assets to your family, we can help you create a long-term growth plan that helps your assets and your aspirations work together.

How Financial Planning Works:

1. Discover & Analyze

2. Align & Advise

3. Implement, Revisit & Review

We're here to help you make the most of every decision you face.

Learn More about our Financial Planning Services

Institutional Wealth

Aligning Goals, Making An Impact

With over $25 billion dollars in assets, we're equipped to manage your institutional trusts and to help you build an organizational legacy.

Discover More About Wealth Planning 
+ View Legal Disclosures− Hide Legal Disclosures

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate; and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA, Opens in a new tab/SIPC, Opens in a new tab, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA, Opens in a new tab/SIPC, Opens in a new tab. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.

* Upon clicking this link, you will leave the First Citizens Bank website and go to a third party site. Third party sites may have a privacy policy different from First Citizens Bank and may provide less security than this site. First Citizens Bank and its affiliates are not responsible for the products, services, and content on any third party website.