Wealth Management

Perhaps you've come to this realization: That as wise as you are financially, the right combination of professional expertise and personal attention can help you reach your goals faster.

At First Citizens, we're proud of our heritage — working with generations of individuals and business owners as they optimize their financial outcomes. You'll find our time-tested team approach is built around your situation, your schedule, even your location. That's why our Wealth Advisory Group can deliver custom-blended solutions in the manner it's most comfortable for you — right to your branch, even to your doorstep.

At this point in life, you deserve one point of contact.

As a valued client, you won't need to locate specialists or struggle to select the right financial solution. Depending on your needs, you'll have a dedicated First Citizens professional who can orchestrate your game plan. He or she will take the time to fully understand and continuously review your situation, challenges and objectives. In short order, solutions can be recommended, experts can be called in and meetings arranged on your behalf. With a single point of contact, we stay updated as well, enabling us to anticipate your needs and optimize results.

Whether your situation calls for investments, estate planning, insurance, credit — or just a quicker way of getting things done — one phone call brings together years of expertise gained here and at other financial institutions.

Local attention and a world of financial resources. We invite you to learn more about our formula — for your success.

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Investments in Securities and Insurance products:
Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
Brokerage Services are Offered Through First Citizens Securities Corporation, Member FINRA/SIPC