First Citizens Wealth Management -

First Citizens Asset Management, Inc. provides investment advisory services. Bank deposit products are offered by First Citizens Bank, Member FDIC. Upon clicking this link, you will leave the First Citizens Bank website and go to a third party site. Wealth Management With First Citizens Investment Services you will notice the difference that a strong investment company can make for you. Our financial strength matched by its expertise of local, regional and international financial markets, keeps your portfolio ahead of the market.

This is an investment experience that puts the power of our expert Portfolio Managers to work on growing your wealth. A trained, dedicated Investment Associate will be assigned to your account to create and execute a plan that helps you achieve your financial goals. Wealth Management. Serving over 1,400 client accounts with assets of approximately $1 billion, consisting of trusts, investment management accounts, farm management agencies, retirement accounts including self-directed IRAs, and estates for individuals, corporations, foundations, associations, and outside Trust Departments.

There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. Investments are neither insured by the Deposit Insurance Corporation nor guaranteed by the Central Bank of Trinidad and Tobago or First Citizens, any.
First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA, Opens in a new tab /SIPC, Opens in a new tab, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor. When it comes to your assets, our goal is simple: A long-lasting relationship with you, built on a foundation of trust and performance. At First Citizens Wealth Management, we understand your financial needs can include everything from thinking about how you plan to pay for college, to making sure this month’s bills are paid. As a result of a generous lead gift from First Citizens Bank and countless other benefactors, the First Citizens Wealth Management Center was established in August 2015. The state-of-the-art center serves as a learning lab that simulates an investment firm environment, a trading room, and a trust center. Third party sites may have a privacy policy different from First Citizens Bank and may provide less security than this site. First Citizens Bank and its affiliates are not responsible for the products, services, and content on any third party website.

Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation. First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

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