Preserving Wealth Philosophy

A long-term, flexible approach to wealth preservation

Protecting the wealth you've built is an integral part of your financial strategy. We'll explain all of your risk management options mapped to the goals established in your financial plan. For each goal, we'll identify any issues we foresee, the solutions we recommend and the final benefit you can expect for each option. This allows you and your family to feel confident in your decisions. 

Through this process we consider many ways to protect what you've worked so hard to build, and how different strategies may make sense for you. Our experienced team works together with you to personalize the right combination of solutions for you and your family. Planning ahead allows us to account for the unexpected so we can help preserve your wealth through life’s ups and downs.

Get peace of mind that you’re protected

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, 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.

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

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