Who We Help

Financial solutions that revolve around you

Supporting your unique vision

Whether you're an individual starting your financial journey, a business leader looking for institutional wealth solutions or a nonprofit looking to increase donor engagement, First Citizens Wealth is dedicated to helping you build and preserve your financial legacy.

Connect With Us
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What to Expect

A relationship built on your goals

  • Team-based approach​

    You'll work directly with a relationship manager who connects you with the right specialists—where and when they're needed.

  • Plan-first mentality​

    We start with a comprehensive wealth plan and connect regularly to ensure your team and goals are on track.

  • Goal-oriented solutions​

    Our customized solutions are designed to help you grow and scale your personal or organizational mission.

What To Expect

Customized solutions for your unique needs

Together, we'll create a comprehensive financial strategy based on your goals and values, so you can do more with the money you earn, save and invest.

Individuals & Families

From generated wealth to inherited assets, we help individuals and families navigate the details of their overall wealth strategy, so they can focus on achieving their personal financial goals.

Learn more about how we help individuals and families

Businesses & Corporations

Through connection and collaboration, we help owners and executive teams at every stage of business meet complex financial needs, manage strategic assets and minimize risk.

Learn more about how we help businesses and corporations

Nonprofit Teams & Board Members

We offer a range of customized solutions for nonprofit teams and their boards. Whether it's guiding investment policies or planning fundraising initiatives, our experience makes a difference​.

Learn more about how we help nonprofits
How We Work

First Citizens Wealth

Client-first culture

Our first priority is building long-term relationships with every client and demonstrating our values of integrity, communication and consistency.

Proven stability

We have over $50 billion in assets under management and more than 125 years of experience helping clients build, manage and transition their wealth.

A dedicated team

Clients across the country can access a dedicated team of experienced professionals to help meet their individual and institutional wealth needs.

Insights

A few insights for your financial plan

Planning

Q2 2024 Quarterly Positioning

Patrick Nolan discusses the current market environment, portfolio positions and risk considerations for the second quarter.
Planning

Tips for Finding the Perfect Seasonal Residence

Ask yourself these questions before making a decision on a second home.
There are several factors to consider before adding a new property to your real estate portfolio.
Estate Planning

Providing for a Loved One With a Special Needs Trust

A special needs trust can help you provide a lifeline for a loved one who's unable to manage on their own.
There are things, like occupational therapies, that government programs like Medicaid provide that could be prohibitively expensive if you're paying for them personally.
Read More Insights

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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.