Philosophy

Our legacy helps you ensure yours

The Way We Work

There's no shortage of firms happy to help manage your money. It's important to find a true partner that shares the same values as you and your family.

We've been helping clients manage their wealth since 1898. What we've learned is there's no substitute for keeping your eyes on the long term, making decisions today that are about tomorrow and always standing on a strong and stable foundation.

Our culture shapes the service we provide and the values we hold standard. Experience and integrity are the cornerstones of our Wealth Management philosophy. Ultimately, we're here to help you do more with the money you earn, save and invest.

Strength and Stability

We strive to create a plan that helps ensure financial stability well into the future. Our steadfastness and dependability are reflected in our timeless values, corporate tradition and long-term approach:

  • Over 100 years of growth history
  • One of the 50 largest banks in the US
  • Over 500 branch locations
  • Local teams with deep resources to provide a high degree of continuity
  • Comprehensive approach that looks at your entire financial situation

A Dedicated Team

As a Wealth Management client, you'll work with a wealth consultant who will coordinate our team of experienced professionals to customize strategies and solutions for you, including wealth planning, investment management, customized banking, estate planning, risk management, charitable planning and more. We also offer institutional services if you own a business. Our aim is to equip you to make more informed and effective decisions about the ways you grow and protect your wealth in the most efficient and effective way.

Client-First Culture

We're dedicated to building a long-term relationship with you. We live in the communities we serve, delivering proactive and consistent service. And your unique goals and needs are always our first concerns in creating tailored financial plans for you and your family. 

We'd love to hear from you.

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.

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