Wealth Management

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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