Wealth Management Services
Design the life you want. We'll help you build it.
A team of professionals working together to help you set and achieve your one-of-a-kind financial goals
Plan Your Future
Achieve your financial goals through strategic, tailored planning.
Grow Your Wealth
Simplify your financial lifestyle and focus on long-term investing.
Provide for Your Family
Gain confidence that your legacy will be passed down according to your wishes.
Protect Your Business
Get access to resources and knowledge to create a customized plan for your organization.
What do you see on your horizon? We can help you understand what’s coming, and make the most of every opportunity you find along the way.
View your financial plan at a glance
Adjust goals to see different scenario outcomes
Collaborate with your financial partner
Build an investment plan that lasts
Learn about our consultative services for your business needs
Financial insights for your personal life and business
View our firm's Customer Relationship Summary (PDF).
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
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 and SIPC, 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 and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.