Wealth
First Bank Wealth Management provides
exceptional service and tailored solutions.
About First Bank Wealth Management
For over 55 years, First Bank Wealth Management has been helping individuals and families make their dreams come true. Whether you’re just starting out, a seasoned investor, building a business, nearing retirement, or transitioning generational wealth, First Bank Wealth Management’s team of dedicated professionals assist clients at all stages of their wealth journey.
Our Team
Sleep better knowing you are working with a trusted, long-term partner that’s committed to your long-term wealth building success. Contact one of First Bank Wealth Management’s experienced, dedicated professionals to customize a plan that’s right for you. Let’s start the conversation.
We Are with You Every Step of the Way
Not only are First Bank Wealth Advisors committed to helping you achieve your goals, but they also take the responsibility of managing something as important as your wealth to heart. Rest assured, the team at First Bank Wealth Management are fiduciaries, meaning they are held to the highest standards and manage your wealth for your benefit and not their own.
Wealth Management Solutions
Resources and Insights from Our Wealth Management Experts
Resources to help you achieve your financial goals.
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Financial Education CenterEmpowering you to make smart financial decisions so you can focus on what matters.
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CalculatorsLet us do the math for you. Our easy-to-use calculators help you plan your financial journey.
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Digital ExperienceChecking your accounts just got easier. Get a complete portfolio picture with our immersive digital hub.
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Security HubFrom eBanking to money management, stay up to date to keep your money safe.
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.