When it comes to your assets, our goal is simple: A long-lasting relationship with you, built on a foundation of trust and performance.
At First Citizens Wealth Management, we understand your financial needs can include everything from thinking about how you plan to pay for college, to making sure this month’s bills are paid. Whether you need checking services, credit cards or lending options, or insurance or investment services, we will help you focus on the big picture while making sure your day-to-day financial life goes on.
We create solutions that simplify your financial life and keep your money working for you. It may be best for you to have us create a customized mix of products and services, or you may find our Asset Management Account to be the best solution. By combining the features of a brokerage account with a checking account, it simplifies the way you invest, and provides you greater control and access to manage your finances through one consolidated account.
Regardless of your financial position, we can help you develop the right combination of banking services and investments to meet your financial goals.
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, 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.
Bank deposit and credit products are offered by First Citizens Bank, Member FDIC. Account opening and credit are subject to Bank approval.
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, Opens in a new tab/SIPC, Opens in a new tab. First Citizens Asset Management, Inc. provides investment advisory services.