Skip to main content Skip to site menu Skip to footer

Wealth Management

Unable to Process Your Request Close Modal

We were unable to process your request.

  • If you have a Log In ID and Password, please exit this window, enter your credentials, and select the "Log In" button.
  • If you are logging in for the first time, please enter your Log In ID, clear the password field, and select the "New User Log In" button. You will then be able to establish a new password.
  • If you need to sign-up or enroll, please select the "Sign Up" link.

Close

Unable to Process Your Request Close Modal

We don't recognize your Log In ID and/or Password. Please try again or select our Forgot Log In ID/ Forgot Password link for assistance. If you are a BOB Advantage user, please select BOB Advantage from the drop-down menu to log in.

Close

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.

Learn how First Citizens can help you build an effective Wealth Plan.Contact an advisor

Our Services

Expanding Wealth

Your financial success begins with a well-rounded, effective strategy designed to meet and surpass your goals.

Control your finances

Preserving 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 future

Transitioning 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

Institutional Trust

With the right team and the right plan, you can grow your business in a variety of ways.

Optimize your business
Featured Advisor Insight

Featured Advisor Insight

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.

+ 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.