Individuals & Families

Personalized solutions for all stages of life

A partnership for the present—and future

Wherever you are in your financial journey, First Citizens Wealth will help you create a comprehensive financial plan to meet your needs and pursue your unique goals. And when life changes, we'll help you adjust your strategy and stay true to your vision.

Establish a plan

Starting with a comprehensive personal wealth plan can set a course for a strong financial future.

Achieve your goals

Customized solutions can help expand your opportunities and help you achieve your lifestyle goals.

Leave a legacy

The right approach to wealth transition can strengthen the long-term financial stability of your loved ones.

Starting Out

Establish a plan

From customized planning and investing strategies to personalized banking services, we're here to help you take the first step toward a strong financial future.

Financial planning

Partner with us to create a personalized financial strategy to support your goals and plan for the future.

Learn more about financial planning

Investment management

Choose from a wide range of accounts and service options to optimize your investment portfolio.

Learn more about investment management

Banking solutions

Enhance your banking experience with tailored services and lending solutions to meet your needs.

Learn more about private banking
Moving Forward

Achieve your goals

The right financial plan adapts to changes in your life and your family. Our retirement, tax planning and insurance solutions can help you grow, preserve and protect your wealth.

Retirement planning

Create a personalized retirement plan and monitor your progress to ensure you're on track.

Learn more about retirement planning

Insurance solutions

Protect your loved ones and your financial stability and liquidity with a customized insurance protection strategy.

Learn more about insurance solutions

Tax planning

Combine our experience with the expertise of your tax professionals to help you do more with your money.

Learn more about tax planning
Preparing for the Future

Leave a legacy

We're here to help you and your loved ones navigate life events and make decisions with the future in mind.

Estate planning

Develop the financial legacy you want to leave, and create a comprehensive plan that's aligned with your intentions.

Learn more about estate planning

Wealth transfer planning

Protect your family and your priorities with a range of solutions designed to seamlessly follow your transfer plans.

Learn more about wealth transfer planning

Charitable planning

Maximize your generous contributions with a charitable plan that has the greatest financial impact.

Learn more about charitable planning
Individual & Family Insights

A few insights for your financial plan

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

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. Asset allocation, dollar cost averaging and diversification do not guarantee a profit or protect against loss. There is no guarantee that a strategy will achieve its goal.

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, Equal Housing Lender; 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.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.