Client Experience

Your wealth building journey is our number one priority.
  • Meet with your trusted advisor.
  • Formulate a personalized investment strategy.
  • Receive ongoing support from a dedicated advisor. 

Setting clear expectations and measurable milestones is crucial to achieving your financial goals.

A detailed roadmap to guide you through our process will ensure you know what to expect at every stage.
At First Bank Wealth Management, you’ll receive personalized service, one point of contact throughout your financial journey, as well as a detailed roadmap to guide you through every step our process. With our roadmap, you’ll experience a seamless, supportive, and effective wealth management journey that’s tailored to your unique financial goals. We’re committed to helping you achieve financial success and peace of mind.

Our trusted First Bank Wealth Management Advisors receive ongoing training to stay current with industry trends and best practices. Connect with one of our trusted First Bank Wealth Management Advisors today.
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Consultation to Develop & Assess Your Financial Plan

  • Getting to Know You: Gather basic information about your financial situation and goals.
  • Initial Meeting/Assessment: Discuss your financial needs and objectives during our complimentary consultation. We’ll work together to understand your assets, liabilities, income, and risk tolerance, while also conducting an initial assessment of your financial health and potential strategies.
  • Service Overview/Tailored Proposal: Discuss our wealth management services, fee structure, and the many benefits of working with the First Bank Wealth Management team. We will provide a customized proposal based on our initial assessment.
  • Engagement Agreement: Formalize our partnership with an engagement letter outlining services, fees, and terms.

Creation of Your Financial Plan

  • Data Collection: Provide us with all necessary financial documents and information.
  • Strategy Development: Develop a comprehensive financial plan, including investments, tax planning, estate planning, and retirement planning.
  • Plan Presentation: Review your financial plan and provide feedback for adjustments.

Implementation of Your Investment Plan

  • Account Opening: Assist you in opening any necessary accounts. Facilitate the transfer of your assets to new accounts.
  • Online Access: Set up your online account access and provide training on using it.
  • Portfolio Implementation: Implement the investment strategy as outlined in your financial plan.
  • Initial Review: Conduct an initial review to ensure everything is correctly set up.

Continuous Monitoring of Your Plan, Advisor Support, & Educational Resources

  • Ongoing Monitoring: Monitor your portfolio and financial plan.
  • Quarterly & Annual Reviews: Conduct quarterly and annual reviews to discuss performance and make any necessary adjustments or updates.
  • Educational Resources: Access to a wealth of educational resources, including webinars, articles, and newsletters.
  • Dedicated Advisor/Responsive Service: Work with a dedicated advisor as your primary point of contact with access to client support for any questions or issues. Receive ongoing communication through emails, phone calls, and meetings.
  • Surveys, Reviews, and Feedback Sessions: Share your experience through regular surveys and participate in feedback meetings to discuss your concerns and suggestions. We use your feedback to continuously improve our services.
  • Life Event, Tax, & Estate Planning: Receive help planning for significant life events, such as buying a home, funding education, or retirement as well as ongoing tax and estate planning services to optimize your financial situation.

Wealth Management Solutions

An experienced team can make all the difference.
Retirement Planning
Estate Planning
Investment Management
Succession Planning
Private Banking
Risk Management
Trust Planning

Resources to help you achieve your financial goals.

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.