Wealth Management
A Strong Foundation. A Lasting Promise.
Your finances are personal. Your financial strategy should be, too.
At First Citizens, we never lose sight of the things that matter to you. Your family. Your business. Your future. Your well-being and security. Your legacy. We are here to help you live the life that you have worked so hard to achieve.
First Citizens has been helping our customers manage wealth through economic shifts and changes since 1898. We were built on timeless values, and as careful stewards for our clients' wealth, apply those same core values that have guided our firm for over a century.
First Citizens Wealth Management will help you manage the present and plan for the future, offering personalized service and the resources you need to grow, manage and preserve your wealth.
Our Services
Expanding Wealth
Your financial success begins with a well-rounded, effective strategy designed to meet and surpass your goals.
Take control of your financesPreserving Wealth
Earning your wealth is the first step. Now put safeguards in place to protect the assets you have worked hard to create for yourself and your family.
Protect your futureTransitioning Wealth
Put a plan in place to pass the fruits of your labor onto your loved ones, and know that your legacy will be protected according to your wishes.
Create your legacy
Featured Advisor Insight
Hank Dunbar, Manager of Charitable and Philanthropic Services
At First Citizens, we know you've worked hard to obtain resources to support your organization's mission. Being a good steward of those resources is a serious responsibility; one that can affect your donors as well as those you serve. Click here to see the value First Citizens Wealth Management can bring when working with our Charitable and Philanthropic Team.
"True friends always have your best interest in mind; and so it goes with the First Citizens Bank Wealth Management team."
Trust Client - Charleston, SC
"I've become such a fan of the WMP that I have moved ALL (9) of my family's accounts under that one umbrella."
Private Banking - Columbia, SC
"What I have been very impressed with is the team approach - the team made me aware of ideas and issues I had never considered."
Trust Client - Raleigh, NC
First Citizens Bank, a division of First-Citizens Bank & Trust Company, Raleigh, NC.
First Citizens Wealth Management is a joint marketing mark of First-Citizens Bank & Trust Company ("First Citizens Bank"), Member FDIC; First Citizens Investor Services, Inc., Member FINRA/SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
Equal Housing Lender.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; 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. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. Member FINRA/SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
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