Simplify your total financial life with a customized asset management solution
When it comes to your assets, our goal is simple—a long-lasting relationship built on a foundation of trust and performance.
Your financial needs can include everything from thinking about how to pay for college to making sure this month’s bills are paid. Whether you need checking services, credit options, insurance or investment services, we’ll help you focus on the big picture while making sure your day-to-day financial needs are taken care of, too.
We create asset management solutions that simplify your financial life and keep your money working. The best option could include a customized mix of products and services.
Regardless of your financial position, we can help develop the right combination of banking services and investments to meet your financial goals.
Get a customized asset management solution
View your financial plan at a glance
Adjust goals to see different scenario outcomes
Collaborate with your financial partner
Plan for the future of your dreams
Learn about our consultative services for your business needs
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.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
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.
Insurance products are not insured by the FDIC or any federal government agency and are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate.