Preserve Your Wealth
Be ready for whatever comes your way
Assess Your Risk
What can damage your financial plan? Our knowledgeable team will help break down the broad landscape of your financial assets to evaluate where risk lies—both seen and unseen.
Protect Your Assets
While all risk can't be avoided entirely, having our trusted experts by your side can mitigate it greatly. Whether it's long term care insurance or estate planning expertise, we'll work with you to find strategies that best secure and manage your assets.
Secure Your Future
The road ahead can be unexpected—with that, comes conflicting opinions on how to best secure your future. We'll help you rise above the noise and find the solutions that will help you feel ready for whatever's to come.
- Explore Strategies
- How We Help
Working with you and your attorney, we'll help develop an estate plan that carries out your wishes for loved ones and your legacy.
We'll help you protect your assets from unknown and unplanned risks through tools like asset allocation, insurance, estate planning techniques and more.
Protect your loved ones and your financial stability with a unique insurance strategy created for you. We can help you protect the things that mean the most to you—including your family and lifestyle.
We'll work with you and your tax professionals to understand and implement the most tax-efficient options for your situation.
Advice and Planning
We use strategic, goals-based planning techniques and sophisticated planning tools to create a financial plan for you and your family.
Our robust tools help you understand your finances and create financial plans based on your specific goals. We'll help you better manage your current finances and plan for the future.
Our online financial planning tool features collaborative planning between you and your planner. More importantly, MoneyGuidePro® will adapt as your goals, needs and concerns change.
Financial insights to preserve your wealth
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
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; 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.