A partnership for the present—and future
Wherever you are in your financial journey, First Citizens Wealth will help you create a comprehensive financial plan to meet your needs and pursue your unique goals. And when life changes, we'll help you adjust your strategy and stay true to your vision.
Establish a plan
Starting with a comprehensive personal wealth plan can set a course for a strong financial future.
Achieve your goals
Customized solutions can help expand your opportunities and help you achieve your lifestyle goals.
Leave a legacy
The right approach to wealth transition can strengthen the long-term financial stability of your loved ones.
Get in touch with a wealth professional
Starting Out
Establish a plan
From customized planning and investing strategies to personalized banking services, we're here to help you take the first step toward a strong financial future.
Financial planning
Partner with us to create a personalized financial strategy to support your goals and plan for the future.
Investment management
Choose from a wide range of accounts and service options to optimize your investment portfolio.
Banking solutions
Enhance your banking experience with tailored services and lending solutions to meet your needs.
Moving Forward
Achieve your goals
The right financial plan adapts to changes in your life and your family. Our retirement, tax planning and insurance solutions can help you grow, preserve and protect your wealth.
Retirement planning
Create a personalized retirement plan and monitor your progress to ensure you're on track.
Insurance solutions
Protect your loved ones and your financial stability and liquidity with a customized insurance protection strategy.
Tax planning
Combine our experience with the expertise of your tax professionals to help you do more with your money.
Preparing for the Future
Leave a legacy
We're here to help you and your loved ones navigate life events and make decisions with the future in mind.
Estate planning
Develop the financial legacy you want to leave, and create a comprehensive plan that's aligned with your intentions.
Wealth transfer planning
Protect your family and your priorities with a range of solutions designed to seamlessly follow your transfer plans.
Charitable planning
Maximize your generous contributions with a charitable plan that has the greatest financial impact.
Get the latest market and economic updates
Individual & Family Insights
A few insights for your financial plan
Tips for finding the perfect seasonal residence
5 ways to transfer a home to your child
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge
Do you need long-term care insurance?
Kelly Sullivan
Manager of Life Insurance Sales
