Transfer Planning

Making a plan to transition your wealth

You've worked hard to build a legacy and protect it. It's just as important to have a plan in place when it's time to transition your wealth. We're here to help navigate the complexities of estate planning, tax planning and more.

Education Funding

We'll help you understand your options to pay for a loved one's education. And if traditional college savings plans don't fit your needs, we can explore other strategies with you.

Estate Planning

Working with you and your attorney, we'll help develop an estate plan that carries out your wishes for loved ones and your legacy.

Generational Wealth Transfer

Our team possesses the knowledge required to design an effective generational transfer plan to maximize the financial position of you or your business while minimizing liabilities and risk.

Charitable Giving

Maximize charitable contributions by gifting in a way that has the greatest financial impact for both the charity and yourself.

Trust Special Services

Navigating the complexities of trusts and estates can be made easier with our highly skilled team working on your behalf.

How much will you need to save for college?


View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner


View your financial plan at a glance


Adjust goals to see different scenario outcomes


Collaborate with your financial partner

Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.
Investment Management

Build an investment plan that lasts

We keep an eye on your long-term goals and avoid trends that come and go.

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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.

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.

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